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Virtus Investment Advisers’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Virtus Investment Advisers’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
2025
Q2 		– Sell
-22,765
Closed -$1.18M – 449
2025
Q1 		$1.18M Buy
+22,765
New +$1.18M 0.32% 121

Other funds holding CLOA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Virtus Investment Advisers's CLOA Position: Q2 2025 in Review

Virtus Investment Advisers sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2025, closing a stake of 22,765 shares — an estimated $1.18M sold.

Virtus Investment Advisers first reported a position in CLOA in Q1 2025 and held it in 1 quarter. The position peaked at $1.18M in Q1 2025. 124 funds tracked by Wall St. Rank hold CLOA as of Q2 2025.

  • Virtus Investment Advisers reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q2 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 22,765 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2025, an estimated $1.18M.
  • Virtus Investment Advisers first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2025 and held it in 1 quarter.
  • Virtus Investment Advisers's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.18M in Q1 2025.
  • 124 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2025.

Based on Virtus Investment Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.