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

Cascade Wealth 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	$14.7M	Buy	283,645 +44,345	+19%	+$2.3M	5.91%	4
2026 Q1	$12.4M	Buy	239,300 +12,783	+6%	+$663K	5.45%	5
2025 Q4	$11.8M	Buy	226,517 +36,026	+19%	+$1.87M	5.43%	6
2025 Q3	$9.87M	Buy	190,491 +50,802	+36%	+$2.63M	4.86%	7
2025 Q2	$7.23M	Buy	139,689 +35,779	+34%	+$1.85M	4.09%	10
2025 Q1	$5.34M	Buy	+103,910	New	+$5.39M	3.69%	9

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

Cascade Wealth Advisors's CLOA Position: Q2 2026 in Review

Cascade Wealth Advisors increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 19% in Q2 2026, buying an estimated $2.3M and bringing the position to 283,645 shares worth $14.7M. The position accounts for 5.91% of the portfolio, ranked #4.

Cascade Wealth Advisors first reported a position in CLOA in Q1 2025 and has held it in 6 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Cascade Wealth Advisors held 283,645 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $14.7M as of Q2 2026.
Cascade Wealth Advisors bought 44,345 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $2.3M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 5.91% of Cascade Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Cascade Wealth Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2025 and has held it in 6 quarters since.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.