JMBAI
CLOA icon

J. M. Brown & Associates Inc.’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

J. M. Brown & Associates Inc.’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 		$819K Buy
+15,777
New +$818K 0.47% 64

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
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 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

J. M. Brown & Associates Inc.'s CLOA Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2026: 15,777 shares worth $819K. The stake represents 0.47% of the portfolio and ranks #64 among its holdings.

63 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • J. M. Brown & Associates Inc. held 15,777 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $819K as of Q2 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.47% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #64 holding.
  • 63 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.