Spectrum Planning & Advisory Services’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Spectrum Planning & Advisory Services’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	$378K	Buy	7,291 +2,231	+44%	+$116K	0.17%	73
2026 Q1	$262K	Buy	+5,060	New	+$262K	0.13%	95

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 22.96% 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

Spectrum Planning & Advisory Services's CLOA Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 44% in Q2 2026, buying an estimated $116K and bringing the position to 7,291 shares worth $378K. The position accounts for 0.17% of the portfolio, ranked #73.

Spectrum Planning & Advisory Services first reported a position in CLOA in Q1 2026 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Spectrum Planning & Advisory Services held 7,291 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $378K as of Q2 2026.
Spectrum Planning & Advisory Services bought 2,231 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $116K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.17% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #73 holding.
Spectrum Planning & Advisory Services first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2026 and has held it in 2 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 Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.