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Blackrock Etf Trust Ii shares owned by Cascade Wealth Advisors

Quarter-by-quarter ownership of Blackrock Etf Trust Ii (CLOA) shares owned by Cascade Wealth Advisors from 13F filings

Historical chart of Cascade Wealth Advisors investment in Blackrock Etf Trust Ii

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Etf Trust Ii held by Cascade Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Etf Trust Ii by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.9M 191k 51.79
2025-06-30 $7.2M 140k 51.74
2025-03-31 $5.3M 104k 51.38

More positions owned by Cascade Wealth Advisors

Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Neos Etf Trust Nasdaq 100 High (QQQI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Neos Etf Trust Russell 2000 Hig (IWMI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Cascade Wealth Advisors

Top funds holding Blackrock Etf Trust Ii

Corebridge Financial
LPL Financial
BlackRock
Envestnet Asset Management
Advocacy Wealth Management Services
Pallas Capital Advisors
Brookstone Capital Management
Cetera Investment Advisers
CacheTech
Charter Trust
Landing Point Financial Group
Goldstone Financial Group
Adams Wealth Management
AE Wealth Management
Mml Investors Services

View all funds holding Blackrock Etf Trust Ii