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 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

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

Triumph Capital Management's CLOA Position: Q2 2026 in Review

Triumph Capital Management increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 3.9% in Q2 2026, buying an estimated $48.9K and bringing the position to 25,029 shares worth $1.3M. The position accounts for 0.24% of the portfolio, ranked #99.

Triumph Capital Management first reported a position in CLOA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q3 2025. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Triumph Capital Management held 25,029 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.3M as of Q2 2026.
Triumph Capital Management bought 943 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $48.9K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.24% of Triumph Capital Management's portfolio in Q2 2026, its #99 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 8 quarters since.
Triumph Capital Management's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.49M in Q3 2025.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.