UBS Group’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

UBS Group’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	$5.98M	Buy	+115,393	New	+$5.98M	﹤0.01%	3873
2024 Q2	–	Sell	-506	Closed	-$26.2K	–	9581
2024 Q1	$26.2K	Buy	506 +384	+315%	+$19.8K	﹤0.01%	6798
2023 Q4	$6.25K	Buy	+122	New	+$6.24K	﹤0.01%	7715
2023 Q3	–	Sell	-31	Closed	-$1.58K	–	9516
2023 Q2	$1.58K	Buy	+31	New	+$1.57K	﹤0.01%	7889

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

UBS Group's CLOA Position: Q1 2026 in Review

UBS Group opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q1 2026: 115,393 shares worth $5.98M. The stake represents ﹤0.01% of the portfolio and ranks #3873 among its holdings. This is a return to the name: UBS Group previously reported a position in CLOA as recently as Q1 2024.

UBS Group first reported a position in CLOA in Q2 2023 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

UBS Group held 115,393 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $5.98M as of Q1 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF was a new UBS Group position in Q1 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3873 holding.
UBS Group first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2023 and has held it in 4 quarters since.
214 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.