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

Prosperity Capital 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 		$2.48M Sell
47,737
-13,880
-23% -$720K 0.12% 119
2026
Q1 		$3.19M Buy
61,617
+14,926
+32% +$774K 0.18% 91
2025
Q4 		$2.42M Buy
46,691
+23,433
+101% +$1.21M 0.14% 103
2025
Q3 		$1.21M Buy
23,258
+3,826
+20% +$198K 0.07% 173
2025
Q2 		$1.01M Buy
19,432
+10,172
+110% +$525K 0.07% 176
2025
Q1 		$478K Sell
9,260
-9,598
-51% -$498K 0.04% 235
2024
Q4 		$976K Sell
18,858
-314
-2% -$16.3K 0.08% 158
2024
Q3 		$996K Buy
19,172
+8,012
+72% +$415K 0.08% 155
2024
Q2 		$580K Buy
+11,160
New +$578K 0.06% 179

Other funds holding CLOA

IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Prosperity Capital Advisors's CLOA Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 23% in Q2 2026, selling an estimated $720K and leaving 47,737 shares worth $2.48M. The position accounts for 0.12% of the portfolio, ranked #119.

Prosperity Capital Advisors first reported a position in CLOA in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.19M in Q1 2026. 50 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • Prosperity Capital Advisors held 47,737 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $2.48M as of Q2 2026.
  • Prosperity Capital Advisors sold 13,880 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $720K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.12% of Prosperity Capital Advisors's portfolio in Q2 2026, its #119 holding.
  • Prosperity Capital Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 9 quarters since.
  • Prosperity Capital Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $3.19M in Q1 2026.
  • 50 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.