Prime Capital Investment Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Prime Capital Investment 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	$10.9M	Buy	209,865 +14,117	+7%	+$732K	0.11%	144
2026 Q1	$10.1M	Buy	195,748 +166,369	+566%	+$8.62M	0.12%	145
2025 Q4	$1.52M	Buy	29,379 +3,894	+15%	+$202K	0.02%	403
2025 Q3	$1.32M	Buy	25,485 +3,160	+14%	+$164K	0.02%	427
2025 Q2	$1.16M	Sell	22,325 -7,386	-25%	-$382K	0.02%	438
2025 Q1	$1.54M	Buy	+29,711	New	+$1.54M	0.02%	415

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 22.9% 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 $880M AUM 10.53% 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

Prime Capital Investment Advisors's CLOA Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 7.2% in Q2 2026, buying an estimated $732K and bringing the position to 209,865 shares worth $10.9M. The position accounts for 0.11% of the portfolio, ranked #144.

Prime Capital Investment Advisors first reported a position in CLOA in Q1 2025 and has held it in 6 quarters since. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Prime Capital Investment Advisors held 209,865 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $10.9M as of Q2 2026.
Prime Capital Investment Advisors bought 14,117 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $732K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.11% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #144 holding.
Prime Capital Investment Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2025 and has held it in 6 quarters since.
249 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.