SPAS
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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

IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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. 50 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.
  • 50 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.