SEC 13F Intelligence

Cascade Wealth Advisors, Inc / CLOA

Cascade Wealth Advisors, Inc’s Blackrock Etf Trust II Position

Does Cascade Wealth Advisors, Inc own Blackrock Etf Trust II (CLOA)? Yes — 239.3K shares worth $12M (+5.45% of its 13F portfolio) as of Q1 2026, up from 226.5K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
239.3K
% of Portfolio
+5.45%
Quarters Held
5
currently held

Position History CLOA

Reported value by quarter
Q1 ’25: $5MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $10MQ3 ’25Q4 ’25: $12MQ4 ’25Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026239.3K$12M+5.45%
Q4 2025226.5K$12M+5.43%
Q3 2025190.5K$10M+4.86%
Q2 2025139.7K$7M+4.09%
Q1 2025103.9K$5M+3.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cascade Wealth Advisors, Inc’s full portfolio or all institutional holders of CLOA.