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 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

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

Triad Wealth Partners's CLOA Position: Q2 2026 in Review

Triad Wealth Partners reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 42% in Q2 2026, selling an estimated $2.5M and leaving 65,841 shares worth $3.41M. The position accounts for 0.2% of the portfolio, ranked #81.

Triad Wealth Partners first reported a position in CLOA in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.91M in Q1 2026. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Triad Wealth Partners held 65,841 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $3.41M as of Q2 2026.
Triad Wealth Partners sold 48,169 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $2.5M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.2% of Triad Wealth Partners's portfolio in Q2 2026, its #81 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 7 quarters since.
Triad Wealth Partners's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $5.91M 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 Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.