Steward Partners Investment Advisory’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Steward Partners Investment Advisory’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	$315K	Buy	6,059 +304	+5%	+$15.8K	﹤0.01%	1973
2026 Q1	$298K	Buy	5,755 +2,246	+64%	+$116K	﹤0.01%	1808
2025 Q4	$182K	Buy	3,509 +1,139	+48%	+$59K	﹤0.01%	1970
2025 Q3	$123K	Buy	2,370 +130	+6%	+$6.74K	﹤0.01%	2108
2025 Q2	$116K	Buy	2,240 +975	+77%	+$50.4K	﹤0.01%	2024
2025 Q1	$65.5K	Buy	+1,265	New	+$65.6K	﹤0.01%	2241

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 22.9% 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 $880M AUM 10.53% 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

Steward Partners Investment Advisory's CLOA Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 5.3% in Q2 2026, buying an estimated $15.8K and bringing the position to 6,059 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Steward Partners Investment Advisory first reported a position in CLOA in Q1 2025 and has held it in 6 quarters since. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Steward Partners Investment Advisory held 6,059 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $315K as of Q2 2026.
Steward Partners Investment Advisory bought 304 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $15.8K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1973 holding.
Steward Partners Investment Advisory first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2025 and has held it in 6 quarters since.
249 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.