Triumph Capital Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Triumph Capital Management’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	$1.13M	Sell	21,736 -3,293	-13%	-$171K	0.2%	123
2026 Q2	$1.3M	Buy	25,029 +943	+4%	+$48.9K	0.24%	99
2026 Q1	$1.25M	Buy	24,086 +300	+1%	+$15.5K	0.25%	92
2025 Q4	$1.23M	Sell	23,786 -4,833	-17%	-$250K	0.27%	81
2025 Q3	$1.49M	Buy	28,619 +708	+3%	+$36.7K	0.4%	60
2025 Q2	$1.45M	Buy	27,911 +557	+2%	+$28.8K	0.44%	55
2025 Q1	$1.42M	Buy	27,354 +3,020	+12%	+$157K	0.47%	48
2024 Q4	$1.26M	Buy	24,334 +12,329	+103%	+$639K	0.43%	46
2024 Q3	$624K	Buy	+12,005	New	+$622K	0.22%	118

Other funds holding CLOA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

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

Macro Advisors York, Pennsylvania $325M AUM

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Cascade Wealth Advisors Wenatchee, Washington $242M AUM 5.82% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Triumph Capital Management's CLOA Position: Q3 2026 in Review

Triumph Capital Management reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 13% in Q3 2026, selling an estimated $171K and leaving 21,736 shares worth $1.13M. The position accounts for 0.2% of the portfolio, ranked #123.

Triumph Capital Management first reported a position in CLOA in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q3 2025. 164 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

Triumph Capital Management held 21,736 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.13M as of Q3 2026.
Triumph Capital Management sold 3,293 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q3 2026, an estimated $171K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.2% of Triumph Capital Management's portfolio in Q3 2026, its #123 holding.
Triumph Capital Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2024 and has held it in 9 quarters since.
Triumph Capital Management's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.49M in Q3 2025.
164 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.