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

Transamerica Financial Advisors’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	$622K	Sell	11,972 -3,158	-21%	-$164K	0.05%	270
2026 Q1	$784K	Buy	15,130 +4,960	+49%	+$257K	0.07%	234
2025 Q4	$526K	Buy	10,170 +4,194	+70%	+$217K	0.04%	262
2025 Q3	$310K	Buy	+5,976	New	+$310K	0.03%	279

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

Transamerica Financial Advisors's CLOA Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 21% in Q2 2026, selling an estimated $164K and leaving 11,972 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #270.

Transamerica Financial Advisors first reported a position in CLOA in Q3 2025 and has held it in 4 quarters since. The position peaked at $784K in Q1 2026. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Transamerica Financial Advisors held 11,972 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $622K as of Q2 2026.
Transamerica Financial Advisors sold 3,158 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $164K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.05% of Transamerica Financial Advisors's portfolio in Q2 2026, its #270 holding.
Transamerica Financial Advisors 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.
Transamerica Financial Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $784K in Q1 2026.
249 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.