WESPAC Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

WESPAC Advisors’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	$1.16M	Buy	22,318 +10,786	+94%	+$559K	0.56%	49
2026 Q1	$598K	Sell	11,532 -19,427	-63%	-$1.01M	0.33%	96
2025 Q4	$1.6M	Sell	30,959 -12,642	-29%	-$655K	0.87%	33
2025 Q3	$2.27M	Buy	+43,601	New	+$2.26M	1.32%	12

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

WESPAC Advisors's CLOA Position: Q2 2026 in Review

WESPAC Advisors increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 94% in Q2 2026, buying an estimated $559K and bringing the position to 22,318 shares worth $1.16M. The position accounts for 0.56% of the portfolio, ranked #49.

WESPAC Advisors first reported a position in CLOA in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.27M in Q3 2025. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

WESPAC Advisors held 22,318 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.16M as of Q2 2026.
WESPAC Advisors bought 10,786 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $559K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.56% of WESPAC Advisors's portfolio in Q2 2026, its #49 holding.
WESPAC Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2025 and has held it in 4 quarters since.
WESPAC Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $2.27M in Q3 2025.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.