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

PSI 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
2025
Q2 		– Sell
-442
Closed -$22.9K – 205
2025
Q1 		$22.9K Sell
442
-474
-52% -$24.6K 0.01% 355
2024
Q4 		$47.4K Buy
916
+396
+76% +$20.5K 0.01% 282
2024
Q3 		$27K Buy
520
+192
+59% +$9.95K 0.01% 369
2024
Q2 		$17K Buy
+328
New +$17K 0.01% 433

Other funds holding CLOA

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

PSI Advisors's CLOA Position: Q2 2025 in Review

PSI Advisors sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2025, closing a stake of 442 shares — an estimated $22.9K sold.

PSI Advisors first reported a position in CLOA in Q2 2024 and held it in 4 quarters. The position peaked at $47.4K in Q4 2024. 124 funds tracked by Wall St. Rank hold CLOA as of Q2 2025.

  • PSI Advisors reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 442 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2025, an estimated $22.9K.
  • PSI Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and held it in 4 quarters.
  • PSI Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $47.4K in Q4 2024.
  • 124 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.