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

Sequoia Financial 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	$1.27M	Sell	24,448 -10,197	-29%	-$529K	0.01%	839
2026 Q1	$1.8M	Buy	34,645 +10,751	+45%	+$557K	0.01%	647
2025 Q4	$1.24M	Buy	23,894 +5,868	+33%	+$304K	0.01%	789
2025 Q3	$937K	Sell	18,026 -460	-2%	-$23.9K	0.01%	812
2025 Q2	$960K	Buy	18,486 +8,784	+91%	+$454K	0.01%	702
2025 Q1	$502K	Buy	+9,702	New	+$503K	﹤0.01%	856

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 22.9% 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 $880M AUM 10.53% 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

Sequoia Financial Advisors's CLOA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 29% in Q2 2026, selling an estimated $529K and leaving 24,448 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #839.

Sequoia Financial Advisors first reported a position in CLOA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.8M in Q1 2026. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Sequoia Financial Advisors held 24,448 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.27M as of Q2 2026.
Sequoia Financial Advisors sold 10,197 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $529K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #839 holding.
Sequoia Financial Advisors 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.
Sequoia Financial Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.8M in Q1 2026.
249 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.