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

Prevail Innovative 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 Q1	–	Sell	-59,612	Closed	-$3.08M	–	190
2025 Q4	$3.08M	Buy	59,612 +12,003	+25%	+$622K	0.55%	70
2025 Q3	$2.47M	Buy	47,609 +8,044	+20%	+$417K	0.48%	72
2025 Q2	$2.05M	Buy	+39,565	New	+$2.04M	0.46%	69

Other funds holding CLOA

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

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

IWA

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

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

PCA

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

Prevail Innovative Wealth Advisors's CLOA Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q1 2026, closing a stake of 59,612 shares — an estimated $3.08M sold.

Prevail Innovative Wealth Advisors first reported a position in CLOA in Q2 2025 and held it in 3 quarters. The position peaked at $3.08M in Q4 2025. 215 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 59,612 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $3.08M.
Prevail Innovative Wealth Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2025 and held it in 3 quarters.
Prevail Innovative Wealth Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $3.08M in Q4 2025.
215 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.