CCWA
DMX

CLA (CliftonLarsonAllen) Wealth Advisors’s DoubleLine Multi-Sector Income ETF DMX Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio DMX Stock Details DMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$814K Buy
+16,195
New +$813K 0.01% 211

Other funds holding DMX

SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DMX Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in DoubleLine Multi-Sector Income ETF (DMX) in Q2 2026: 16,195 shares worth $814K. The stake represents 0.01% of the portfolio and ranks #211 among its holdings.

7 funds tracked by Wall St. Rank hold DMX as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 16,195 shares of DoubleLine Multi-Sector Income ETF worth $814K as of Q2 2026.
  • DoubleLine Multi-Sector Income ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • DoubleLine Multi-Sector Income ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #211 holding.
  • 7 funds tracked by Wall St. Rank held DoubleLine Multi-Sector Income ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.