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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
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

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
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 $1.66T 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 $3.25B AUM 40.07% 1-Year Est. Return

SHP Wealth Management's CLOA Position: Q1 2026 in Review

SHP Wealth Management increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 27% in Q1 2026, buying an estimated $220K and bringing the position to 20,018 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #82.

SHP Wealth Management first reported a position in CLOA in Q4 2025 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

  • SHP Wealth Management held 20,018 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.04M as of Q1 2026.
  • SHP Wealth Management bought 4,235 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $220K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.08% of SHP Wealth Management's portfolio in Q1 2026, its #82 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 2 quarters since.
  • 215 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.