VH
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Visionary Horizons’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Visionary Horizons’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 		$233K Buy
4,495
+11
+0.2% +$570 0.1% 134
2026
Q1 		$232K Buy
+4,484
New +$232K 0.11% 118

Other funds holding CLOA

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Visionary Horizons's CLOA Position: Q2 2026 in Review

Visionary Horizons increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 0.25% in Q2 2026, buying an estimated $570 and bringing the position to 4,495 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #134.

Visionary Horizons first reported a position in CLOA in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • Visionary Horizons held 4,495 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $233K as of Q2 2026.
  • Visionary Horizons bought 11 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $570.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.1% of Visionary Horizons's portfolio in Q2 2026, its #134 holding.
  • Visionary Horizons first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.