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Two West Capital Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Two West Capital 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 		$719K Sell
13,857
-762
-5% -$39.5K 0.36% 50
2026
Q1 		$759K Buy
14,619
+9,390
+180% +$487K 0.4% 49
2025
Q4 		$271K Buy
+5,229
New +$271K 0.16% 84

Other funds holding CLOA

IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Two West Capital Advisors's CLOA Position: Q2 2026 in Review

Two West Capital Advisors reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 5.2% in Q2 2026, selling an estimated $39.5K and leaving 13,857 shares worth $719K. The position accounts for 0.36% of the portfolio, ranked #50.

Two West Capital Advisors first reported a position in CLOA in Q4 2025 and has held it in 3 quarters since. The position peaked at $759K in Q1 2026. 63 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • Two West Capital Advisors held 13,857 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $719K as of Q2 2026.
  • Two West Capital Advisors sold 762 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $39.5K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.36% of Two West Capital Advisors's portfolio in Q2 2026, its #50 holding.
  • Two West Capital Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Two West Capital Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $759K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.