Park Square Financial Group’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Park Square Financial Group’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
2025 Q4	–	Sell	-69	Closed	-$3.58K	–	254
2025 Q3	$3.58K	Buy	69 +29	+73%	+$1.5K	0.02%	208
2025 Q2	$2.08K	Buy	40 +20	+100%	+$1.03K	﹤0.01%	887
2025 Q1	$1.04K	Sell	20 -29	-59%	-$1.5K	﹤0.01%	902
2024 Q4	$2.54K	Buy	+49	New	+$2.54K	﹤0.01%	804

Other funds holding CLOA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

AWMS

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Park Square Financial Group's CLOA Position: Q4 2025 in Review

Park Square Financial Group sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q4 2025, closing a stake of 69 shares — an estimated $3.58K sold.

Park Square Financial Group first reported a position in CLOA in Q4 2024 and held it in 4 quarters. The position peaked at $3.58K in Q3 2025. 173 funds tracked by Wall St. Rank hold CLOA as of Q4 2025.

Park Square Financial Group reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q4 2025 after selling out during the quarter.
Park Square Financial Group sold 69 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q4 2025, an estimated $3.58K.
Park Square Financial Group first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2024 and held it in 4 quarters.
Park Square Financial Group's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $3.58K in Q3 2025.
173 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q4 2025.

Based on Park Square Financial Group's 13F filing for Q4 2025, filed 5 Feb 2026.