SHP Wealth Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

SHP Wealth Management’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	$1.42M	Buy	27,445 +7,427	+37%	+$385K	0.1%	77
2026 Q1	$1.04M	Buy	20,018 +4,235	+27%	+$220K	0.08%	82
2025 Q4	$817K	Buy	+15,783	New	+$818K	0.06%	98

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 $874M AUM 16.23% 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

SHP Wealth Management's CLOA Position: Q2 2026 in Review

SHP Wealth Management increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 37% in Q2 2026, buying an estimated $385K and bringing the position to 27,445 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #77.

SHP Wealth Management first reported a position in CLOA in Q4 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

SHP Wealth Management held 27,445 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.42M as of Q2 2026.
SHP Wealth Management bought 7,427 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $385K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.1% of SHP Wealth Management's portfolio in Q2 2026, its #77 holding.
SHP Wealth Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2025 and has held it in 3 quarters since.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.