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

United Capital Financial 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 		$4.54M Sell
87,429
-51,305
-37% -$2.66M 0.03% 398
2026
Q1 		$7.2M Buy
138,734
+88,606
+177% +$4.59M 0.04% 294
2025
Q4 		$2.59M Buy
50,128
+1,194
+2% +$61.9K 0.02% 478
2025
Q3 		$2.54M Buy
+48,934
New +$2.54M 0.02% 419

Other funds holding CLOA

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

United Capital Financial Advisors's CLOA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 37% in Q2 2026, selling an estimated $2.66M and leaving 87,429 shares worth $4.54M. The position accounts for 0.03% of the portfolio, ranked #398.

United Capital Financial Advisors first reported a position in CLOA in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.2M in Q1 2026. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • United Capital Financial Advisors held 87,429 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $4.54M as of Q2 2026.
  • United Capital Financial Advisors sold 51,305 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $2.66M.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #398 holding.
  • United Capital Financial Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $7.2M in Q1 2026.
  • 249 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.