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

Richard Bernstein 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 		$321M Buy
+6,186,664
New +$321M 9.3% 4

Other funds holding CLOA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
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
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Richard Bernstein Advisors's CLOA Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q1 2026: 6,186,664 shares worth $321M. The stake represents 9.3% of the portfolio and ranks #4 among its holdings.

215 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

  • Richard Bernstein Advisors held 6,186,664 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $321M as of Q1 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Richard Bernstein Advisors position in Q1 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 9.3% of Richard Bernstein Advisors's portfolio in Q1 2026, its #4 holding.
  • 215 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.