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Richardson Financial Services’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Richardson Financial Services’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 		– Sell
-8
Closed -$414 – 622
2025
Q4 		$414 Hold
8
– – ﹤0.01% 590
2025
Q3 		$416 Buy
+8
New +$415 ﹤0.01% 500

Other funds holding CLOA

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $1.56T AUM 27.86% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Richardson Financial Services's CLOA Position: Q1 2026 in Review

Richardson Financial Services sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q1 2026, closing a stake of 8 shares — an estimated $414 sold.

Richardson Financial Services first reported a position in CLOA in Q3 2025 and held it in 2 quarters. The position peaked at $416 in Q3 2025. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

  • Richardson Financial Services reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 8 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $414.
  • Richardson Financial Services first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2025 and held it in 2 quarters.
  • Richardson Financial Services's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $416 in Q3 2025.
  • 214 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.