U.S. Capital Wealth Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

U.S. Capital Wealth 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 Q1	–	Sell	-14,335	Closed	-$742K	–	1023
2025 Q4	$742K	Buy	+14,335	New	+$743K	0.02%	560
2025 Q3	–	Sell	-10,020	Closed	-$520K	–	947
2025 Q2	$520K	Buy	+10,020	New	+$518K	0.02%	584

Other funds holding CLOA

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

U.S. Capital Wealth Advisors's CLOA Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q1 2026, closing a stake of 14,335 shares — an estimated $742K sold.

U.S. Capital Wealth Advisors first reported a position in CLOA in Q2 2025 and held it in 2 quarters. The position peaked at $742K in Q4 2025. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 14,335 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $742K.
U.S. Capital Wealth Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2025 and held it in 2 quarters.
U.S. Capital Wealth Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $742K in Q4 2025.
214 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.