SEC 13F Intelligence

Cascade Wealth Advisors, Inc / SPYI

Cascade Wealth Advisors, Inc’s Neos Etf Trust Position

Does Cascade Wealth Advisors, Inc own Neos Etf Trust (SPYI)? Yes — 340.4K shares worth $18M (+7.98% of its 13F portfolio) as of Q1 2026, up from 330.0K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
340.4K
% of Portfolio
+7.98%
Quarters Held
9
currently held

Position History SPYI

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $8MQ1 ’25: $12MQ1 ’25Q2 ’25: $19MQ3 ’25: $17MQ3 ’25Q4 ’25: $17MQ1 ’26: $18MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026340.4K$18M+7.98%
Q4 2025330.0K$17M+8.04%
Q3 2025320.4K$17M+8.34%
Q2 2025367.4K$19M+10.66%
Q1 2025266.2K$12M+8.53%
Q4 2024149.3K$8M+5.13%
Q3 2024122.4K$6M+4.48%
Q2 2024122.9K$6M+4.48%
Q1 202467.5K$3M+2.84%

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 SPYI.