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CLA (CliftonLarsonAllen) Wealth Advisors’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio JQUA Stock Details JQUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-9,000
Closed -$368K – 306
2021
Q2 		$368K Buy
+9,000
New +$357K 0.02% 259

Other funds holding JQUA

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's JQUA Position: Q3 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of JPMorgan US Quality Factor ETF (JQUA) in Q3 2021, closing a stake of 9,000 shares — an estimated $368K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JQUA in Q2 2021 and held it in 1 quarter. The position peaked at $368K in Q2 2021. 69 funds tracked by Wall St. Rank hold JQUA as of Q3 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining JPMorgan US Quality Factor ETF position as of Q3 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 9,000 JPMorgan US Quality Factor ETF shares in Q3 2021, an estimated $368K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JPMorgan US Quality Factor ETF in Q2 2021 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's JPMorgan US Quality Factor ETF position peaked at $368K in Q2 2021.
  • 69 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q3 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.