Private Advisor Group’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Private Advisor 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
2026 Q2	$5.65M	Buy	108,902 +14,157	+15%	+$734K	0.03%	576
2026 Q1	$4.91M	Buy	94,745 +3,715	+4%	+$193K	0.02%	652
2025 Q4	$4.71M	Sell	91,030 -7,283	-7%	-$377K	0.02%	643
2025 Q3	$5.11M	Buy	98,313 +14,524	+17%	+$753K	0.03%	611
2025 Q2	$4.35M	Buy	83,789 +12,928	+18%	+$668K	0.02%	625
2025 Q1	$3.67M	Buy	+70,861	New	+$3.67M	0.02%	643

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 22.96% 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 $874M AUM 16.23% 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

Private Advisor Group's CLOA Position: Q2 2026 in Review

Private Advisor Group increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 15% in Q2 2026, buying an estimated $734K and bringing the position to 108,902 shares worth $5.65M. The position accounts for 0.03% of the portfolio, ranked #576.

Private Advisor Group first reported a position in CLOA in Q1 2025 and has held it in 6 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Private Advisor Group held 108,902 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $5.65M as of Q2 2026.
Private Advisor Group bought 14,157 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $734K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #576 holding.
Private Advisor Group 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.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.