Vision Retirement’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Vision Retirement’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	$311K	Buy	5,987 +830	+16%	+$43K	0.08%	107
2026 Q1	$267K	Buy	5,157 +82	+2%	+$4.25K	0.08%	110
2025 Q4	$263K	Buy	+5,075	New	+$263K	0.07%	109

Other funds holding CLOA

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

IWA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vision Retirement's CLOA Position: Q2 2026 in Review

Vision Retirement increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 16% in Q2 2026, buying an estimated $43K and bringing the position to 5,987 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #107.

Vision Retirement first reported a position in CLOA in Q4 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Vision Retirement held 5,987 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $311K as of Q2 2026.
Vision Retirement bought 830 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $43K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.08% of Vision Retirement's portfolio in Q2 2026, its #107 holding.
Vision Retirement 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.
238 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.