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

World Investment 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	$403K	Sell	7,771 -2,341	-23%	-$121K	0.01%	1050
2026 Q1	$524K	Buy	10,112 +1,244	+14%	+$64.5K	0.01%	964
2025 Q4	$459K	Buy	+8,868	New	+$459K	0.01%	962
2025 Q1	–	Sell	-4,147	Closed	-$215K	–	1065
2024 Q4	$215K	Sell	4,147 -42	-1%	-$2.18K	0.01%	945
2024 Q3	$218K	Buy	+4,189	New	+$217K	0.01%	842

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

World Investment Advisors's CLOA Position: Q2 2026 in Review

World Investment Advisors reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 23% in Q2 2026, selling an estimated $121K and leaving 7,771 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1050.

World Investment Advisors first reported a position in CLOA in Q3 2024 and has held it in 5 quarters since. The position peaked at $524K in Q1 2026. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

World Investment Advisors held 7,771 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $403K as of Q2 2026.
World Investment Advisors sold 2,341 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $121K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1050 holding.
World Investment Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2024 and has held it in 5 quarters since.
World Investment Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $524K in Q1 2026.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.