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

SigFig 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 Q3	$387K	Sell	7,457 -919	-11%	-$47.7K	0.01%	127
2026 Q2	$435K	Sell	8,376 -1,462	-15%	-$75.8K	0.01%	123
2026 Q1	$510K	Buy	9,838 +2,190	+29%	+$114K	0.01%	113
2025 Q4	$396K	Buy	7,648 +2,691	+54%	+$139K	0.01%	121
2025 Q3	$258K	Buy	4,957 +340	+7%	+$17.6K	0.01%	127
2025 Q2	$240K	Buy	+4,617	New	+$239K	0.01%	126
2025 Q1	–	Sell	-6,308	Closed	-$326K	–	128
2024 Q4	$326K	Sell	6,308 -367	-5%	-$19K	0.01%	115
2024 Q3	$347K	Buy	6,675 +2,104	+46%	+$109K	0.01%	107
2024 Q2	$237K	Buy	+4,571	New	+$237K	0.01%	118

Other funds holding CLOA

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

AGC

August Group Capital Toronto $98M AUM 27.14% 1-Year Est. Return

AFP

ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

MAM

Mainsail Asset Management Birmingham, Alabama $249M AUM 16.2% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SigFig Wealth Management's CLOA Position: Q3 2026 in Review

SigFig Wealth Management reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 11% in Q3 2026, selling an estimated $47.7K and leaving 7,457 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #127.

SigFig Wealth Management first reported a position in CLOA in Q2 2024 and has held it in 9 quarters since. The position peaked at $510K in Q1 2026. 21 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

SigFig Wealth Management held 7,457 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $387K as of Q3 2026.
SigFig Wealth Management sold 919 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q3 2026, an estimated $47.7K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.01% of SigFig Wealth Management's portfolio in Q3 2026, its #127 holding.
SigFig Wealth Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 9 quarters since.
SigFig Wealth Management's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $510K in Q1 2026.
21 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.