Wealth Enhancement Advisory Services’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Wealth Enhancement Advisory Services’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	$989K	Sell	19,085 -51	-0.3%	-$2.65K	﹤0.01%	2078
2026 Q1	$990K	Sell	19,136 -444	-2%	-$23K	﹤0.01%	1805
2025 Q4	$1.01M	Buy	19,580 +886	+5%	+$45.9K	﹤0.01%	1952
2025 Q3	$968K	Buy	18,694 +1,159	+7%	+$60.1K	﹤0.01%	1891
2025 Q2	$908K	Buy	17,535 +2,142	+14%	+$111K	﹤0.01%	1814
2025 Q1	$797K	Buy	15,393 +7,438	+94%	+$386K	﹤0.01%	1730
2024 Q4	$412K	Hold	7,955	–	–	﹤0.01%	2131
2024 Q3	$413K	Hold	7,955	–	–	﹤0.01%	1957
2024 Q2	$413K	Buy	7,955 +775	+11%	+$40.1K	﹤0.01%	1757
2024 Q1	$371K	Buy	7,180 +1,000	+16%	+$51.6K	﹤0.01%	1770
2023 Q4	$317K	Buy	+6,180	New	+$316K	﹤0.01%	1778

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

Wealth Enhancement Advisory Services's CLOA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 0.27% in Q2 2026, selling an estimated $2.65K and leaving 19,085 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Wealth Enhancement Advisory Services first reported a position in CLOA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2025. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Wealth Enhancement Advisory Services held 19,085 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $989K as of Q2 2026.
Wealth Enhancement Advisory Services sold 51 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $2.65K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2078 holding.
Wealth Enhancement Advisory Services first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.01M in Q4 2025.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.