Stifel Financial’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Stifel Financial’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	$7.19M	Sell	138,520 -12,284	-8%	-$637K	0.01%	1205
2026 Q1	$7.82M	Buy	150,804 +133,910	+793%	+$6.94M	0.01%	1084
2025 Q4	$874K	Hold	16,894	–	–	﹤0.01%	2532
2025 Q3	$878K	Buy	+16,894	New	+$876K	﹤0.01%	2472

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

Stifel Financial's CLOA Position: Q2 2026 in Review

Stifel Financial reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 8.1% in Q2 2026, selling an estimated $637K and leaving 138,520 shares worth $7.19M. The position accounts for 0.01% of the portfolio, ranked #1205.

Stifel Financial first reported a position in CLOA in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.82M in Q1 2026. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Stifel Financial held 138,520 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $7.19M as of Q2 2026.
Stifel Financial sold 12,284 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $637K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1205 holding.
Stifel Financial first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2025 and has held it in 4 quarters since.
Stifel Financial's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $7.82M in Q1 2026.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.