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Sunbelt Securities’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Sunbelt Securities’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 		$32.7K Buy
631
+3
+0.5% +$155 ﹤0.01% 1142
2025
Q4 		$32.5K Sell
628
-4,205
-87% -$218K ﹤0.01% 1119
2025
Q3 		$251K Buy
+4,833
New +$251K 0.02% 580
2025
Q2 		– Sell
-5,732
Closed -$297K – 1819
2025
Q1 		$297K Buy
+5,732
New +$297K 0.03% 458

Other funds holding CLOA

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Sunbelt Securities's CLOA Position: Q1 2026 in Review

Sunbelt Securities increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 0.48% in Q1 2026, buying an estimated $155 and bringing the position to 631 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Sunbelt Securities first reported a position in CLOA in Q1 2025 and has held it in 4 quarters since. The position peaked at $297K in Q1 2025. 215 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

  • Sunbelt Securities held 631 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $32.7K as of Q1 2026.
  • Sunbelt Securities bought 3 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $155.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1142 holding.
  • Sunbelt Securities first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2025 and has held it in 4 quarters since.
  • Sunbelt Securities's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $297K in Q1 2025.
  • 215 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.