Triad Wealth Partners’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Triad Wealth Partners’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 Q3	$3.59M	Buy	69,122 +3,281	+5%	+$170K	0.2%	78
2026 Q2	$3.41M	Sell	65,841 -48,169	-42%	-$2.5M	0.2%	81
2026 Q1	$5.91M	Buy	114,010 +54,331	+91%	+$2.82M	0.47%	47
2025 Q4	$3.09M	Buy	59,679 +34,778	+140%	+$1.8M	0.29%	71
2025 Q3	$1.29M	Buy	24,901 +5,547	+29%	+$288K	0.17%	95
2025 Q2	$1M	Buy	19,354 +11,051	+133%	+$571K	0.2%	87
2025 Q1	$430K	Sell	8,303 -871	-9%	-$45.1K	0.13%	117
2024 Q4	$475K	Buy	+9,174	New	+$475K	0.17%	92

Other funds holding CLOA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

E6 Portfolios Midvale, Utah $132M AUM 12.85% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Triad Wealth Partners's CLOA Position: Q3 2026 in Review

Triad Wealth Partners increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 5% in Q3 2026, buying an estimated $170K and bringing the position to 69,122 shares worth $3.59M. The position accounts for 0.2% of the portfolio, ranked #78.

Triad Wealth Partners first reported a position in CLOA in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.91M in Q1 2026. 75 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

Triad Wealth Partners held 69,122 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $3.59M as of Q3 2026.
Triad Wealth Partners bought 3,281 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q3 2026, an estimated $170K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.2% of Triad Wealth Partners's portfolio in Q3 2026, its #78 holding.
Triad Wealth Partners first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2024 and has held it in 8 quarters since.
Triad Wealth Partners's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $5.91M in Q1 2026.
75 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.