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WJ Wealth Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

WJ Wealth Management’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
2025
Q2 		– Sell
-384,983
Closed -$19.9M – 102
2025
Q1 		$19.9M Buy
384,983
+276,672
+255% +$14.3M 7.05% 2
2024
Q4 		$5.61M Buy
+108,311
New +$5.61M 1.93% 15

Other funds holding CLOA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

WJ Wealth Management's CLOA Position: Q2 2025 in Review

WJ Wealth Management sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2025, closing a stake of 384,983 shares — an estimated $19.9M sold.

WJ Wealth Management first reported a position in CLOA in Q4 2024 and held it in 2 quarters. The position peaked at $19.9M in Q1 2025. 124 funds tracked by Wall St. Rank hold CLOA as of Q2 2025.

  • WJ Wealth Management reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q2 2025 after selling out during the quarter.
  • WJ Wealth Management sold 384,983 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2025, an estimated $19.9M.
  • WJ Wealth Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2024 and held it in 2 quarters.
  • WJ Wealth Management's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $19.9M in Q1 2025.
  • 124 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2025.

Based on WJ Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.