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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
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

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Potentia Wealth's CLOA Position: Q1 2026 in Review

Potentia Wealth increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 37% in Q1 2026, buying an estimated $1.56M and bringing the position to 111,309 shares worth $5.77M. The position accounts for 2.23% of the portfolio, ranked #11.

Potentia Wealth first reported a position in CLOA in Q3 2025 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

  • Potentia Wealth held 111,309 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $5.77M as of Q1 2026.
  • Potentia Wealth bought 30,037 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $1.56M.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 2.23% of Potentia Wealth's portfolio in Q1 2026, its #11 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 3 quarters since.
  • 214 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.