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Aventura Private Wealth’s Clearfield CLFD Stock Holding History

Aventura Private Wealth’s Portfolio CLFD Stock Details CLFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40 Hold
1
– – ﹤0.01% 976
2026
Q1 		$26 Hold
1
– – ﹤0.01% 896
2025
Q4 		$29 Hold
1
– – ﹤0.01% 854
2025
Q3 		$34 Hold
1
– – ﹤0.01% 802
2025
Q2 		$43 Hold
1
– – ﹤0.01% 777
2025
Q1 		$30 Hold
1
– – ﹤0.01% 777
2024
Q4 		$31 Buy
+1
New +$34 ﹤0.01% 751

Other funds holding CLFD

ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Aventura Private Wealth's CLFD Position: Q2 2026 in Review

Aventura Private Wealth held its Clearfield (CLFD) position steady in Q2 2026 at 1 share worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Aventura Private Wealth first reported a position in CLFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $43 in Q2 2025. 126 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

  • Aventura Private Wealth held 1 share of Clearfield worth $40 as of Q2 2026.
  • Aventura Private Wealth left its Clearfield share count unchanged in Q2 2026.
  • Clearfield made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #976 holding.
  • Aventura Private Wealth first reported a position in Clearfield in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Clearfield position peaked at $43 in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.