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 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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Cascade Wealth Advisors's CLOA Position: Q1 2026 in Review

Cascade Wealth Advisors increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 5.6% in Q1 2026, buying an estimated $663K and bringing the position to 239,300 shares worth $12.4M. The position accounts for 5.45% of the portfolio, ranked #5.

Cascade Wealth Advisors first reported a position in CLOA in Q1 2025 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

Cascade Wealth Advisors held 239,300 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $12.4M as of Q1 2026.
Cascade Wealth Advisors bought 12,783 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $663K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 5.45% of Cascade Wealth Advisors's portfolio in Q1 2026, its #5 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 5 quarters since.
214 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.