Wealthcare Advisory Partners’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Wealthcare Advisory Partners’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	$540K	Buy	10,407 +150	+1%	+$7.78K	0.01%	691
2026 Q1	$532K	Buy	10,257 +1,976	+24%	+$102K	0.01%	684
2025 Q4	$428K	Sell	8,281 -651	-7%	-$33.7K	0.01%	746
2025 Q3	$464K	Buy	8,932 +450	+5%	+$23.3K	0.01%	701
2025 Q2	$440K	Buy	8,482 +2,215	+35%	+$114K	0.01%	679
2025 Q1	$325K	Buy	6,267 +340	+6%	+$17.6K	0.01%	715
2024 Q4	$307K	Buy	+5,927	New	+$307K	0.01%	704

Other funds holding CLOA

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return