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CLA (CliftonLarsonAllen) Wealth Advisors’s CapForce IBD 50 ETF FFTY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio FFTY Stock Details FFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,077
Closed -$258K – 182
2023
Q2 		$258K Hold
10,077
– – 0.01% 171
2023
Q1 		$238K Hold
10,077
– – 0.01% 184
2022
Q4 		$220K Hold
10,077
– – 0.01% 184
2022
Q3 		$246K Hold
10,077
– – 0.03% 88
2022
Q2 		$271K Sell
10,077
-99
-1% -$3.18K 0.01% 178
2022
Q1 		$398K Sell
10,176
-3,249
-24% -$126K 0.01% 181
2021
Q4 		$615K Hold
13,425
– – 0.02% 152
2021
Q3 		$636K Buy
13,425
+99
+0.7% +$4.63K 0.02% 196
2021
Q2 		$618K Sell
13,326
-243
-2% -$11K 0.03% 204
2021
Q1 		$595K Buy
13,569
+1,221
+10% +$55.4K 0.03% 146
2020
Q4 		$507K Buy
12,348
+1,561
+14% +$60.9K 0.02% 143
2020
Q3 		$402K Buy
+10,787
New +$398K 0.02% 143
2019
Q4 		$3.37M Sell
96,973
-732
-0.7% -$24.8K 0.27% 53
2019
Q3 		$3.15M Hold
97,705
– – 0.28% 54
2019
Q2 		$3.35M Buy
97,705
+732
+0.8% +$24.7K 0.34% 47
2019
Q1 		$3.25M Sell
96,973
-342
-0.4% -$10.8K 0.36% 43
2018
Q4 		$2.69M Buy
97,315
+533
+0.6% +$16.5K 0.27% 57
2018
Q3 		$3.72M Hold
96,782
– – 0.35% 44
2018
Q2 		$3.4M Sell
96,782
-3,908
-4% -$136K 0.33% 48
2018
Q1 		$3.35M Sell
100,690
-7,181
-7% -$244K 0.34% 44
2017
Q4 		$3.58M Buy
107,871
+28,820
+36% +$957K 0.37% 43
2017
Q3 		$2.5M Hold
79,051
– – 0.26% 49
2017
Q2 		$2.15M Buy
79,051
+19,331
+32% +$519K 0.24% 51
2017
Q1 		$1.53M Sell
59,720
-9,945
-14% -$248K 0.17% 70
2016
Q4 		$1.68M Sell
69,665
-10,813
-13% -$253K 0.19% 63
2016
Q3 		$1.9M Sell
80,478
-14,218
-15% -$326K 0.23% 57
2016
Q2 		$2.03M Buy
94,696
+6,817
+8% +$144K 0.29% 51
2016
Q1 		$1.85M Sell
87,879
-150,044
-63% -$3.03M 0.29% 52
2015
Q4 		$5.28M Sell
237,923
-3
-0% -$69 0.89% 24
2015
Q3 		$5.19M Buy
237,926
+200,843
+542% +$4.79M 0.98% 25
2015
Q2 		$931K Buy
+37,083
New +$929K 0.19% 67

Other funds holding FFTY

IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's FFTY Position: Q3 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of CapForce IBD 50 ETF (FFTY) in Q3 2023, closing a stake of 10,077 shares — an estimated $258K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in FFTY in Q2 2015 and held it in 31 quarters. The position peaked at $5.28M in Q4 2015. 40 funds tracked by Wall St. Rank hold FFTY as of Q3 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining CapForce IBD 50 ETF position as of Q3 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,077 CapForce IBD 50 ETF shares in Q3 2023, an estimated $258K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CapForce IBD 50 ETF in Q2 2015 and held it in 31 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's CapForce IBD 50 ETF position peaked at $5.28M in Q4 2015.
  • 40 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q3 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.