Pacific Excel Wealth Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Pacific Excel Wealth Advisors’s Portfolio CLOA Stock Details CLOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$237K	Buy	+4,562	New	+$237K	0.09%	188

Other funds holding CLOA

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Pacific Excel Wealth Advisors's CLOA Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2026: 4,562 shares worth $237K. The stake represents 0.09% of the portfolio and ranks #188 among its holdings.

248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Pacific Excel Wealth Advisors held 4,562 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $237K as of Q2 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #188 holding.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.