Smartleaf Asset Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Smartleaf Asset 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	$97.4K	Buy	+1,880	New	+$97.4K	﹤0.01%	1121
2025 Q4	–	Sell	-113	Closed	-$5.87K	–	3504
2025 Q3	$5.87K	Buy	+113	New	+$5.86K	﹤0.01%	2327

Other funds holding CLOA

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

Smartleaf Asset Management's CLOA Position: Q1 2026 in Review

Smartleaf Asset Management opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q1 2026: 1,880 shares worth $97.4K. The stake represents ﹤0.01% of the portfolio and ranks #1121 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in CLOA as recently as Q3 2025.

Smartleaf Asset Management first reported a position in CLOA in Q3 2025 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

Smartleaf Asset Management held 1,880 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $97.4K as of Q1 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Smartleaf Asset Management position in Q1 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1121 holding.
Smartleaf Asset Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2025 and has held it in 2 quarters since.
214 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.