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Potentia Wealth’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Potentia Wealth’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 		$4.07M Sell
78,490
-32,819
-29% -$1.7M 1.67% 14
2026
Q1 		$5.77M Buy
111,309
+30,037
+37% +$1.56M 2.23% 11
2025
Q4 		$4.21M Buy
81,272
+61,576
+313% +$3.19M 1.54% 14
2025
Q3 		$1.02M Buy
+19,696
New +$1.02M 0.39% 37

Other funds holding CLOA

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Potentia Wealth's CLOA Position: Q2 2026 in Review

Potentia Wealth reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 29% in Q2 2026, selling an estimated $1.7M and leaving 78,490 shares worth $4.07M. The position accounts for 1.67% of the portfolio, ranked #14.

Potentia Wealth first reported a position in CLOA in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.77M in Q1 2026. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • Potentia Wealth held 78,490 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $4.07M as of Q2 2026.
  • Potentia Wealth sold 32,819 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $1.7M.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 1.67% of Potentia Wealth's portfolio in Q2 2026, its #14 holding.
  • Potentia Wealth first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Potentia Wealth's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $5.77M in Q1 2026.
  • 248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.