Visionary Horizons
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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
Q3 		$268K Buy
5,157
+662
+15% +$34.3K 0.11% 123
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Cannon Capital Management
Cannon Capital Management Salt Lake City, Utah $143M AUM 13.35% 1-Year Est. Return

Visionary Horizons's CLOA Position: Q3 2026 in Review

Visionary Horizons increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 15% in Q3 2026, buying an estimated $34.3K and bringing the position to 5,157 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #123.

Visionary Horizons first reported a position in CLOA in Q1 2026 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

  • Visionary Horizons held 5,157 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $268K as of Q3 2026.
  • Visionary Horizons bought 662 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q3 2026, an estimated $34.3K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.11% of Visionary Horizons's portfolio in Q3 2026, its #123 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 3 quarters since.
  • 135 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.