CLA (CliftonLarsonAllen) Wealth Advisors’s VanEck Long Muni ETF MLN Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio MLN Stock Details MLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.05M	Buy	508,751 +45,485	+10%	+$800K	0.12%	70
2026 Q1	$8.08M	Sell	463,266 -63,940	-12%	-$1.12M	0.12%	70
2025 Q4	$9.24M	Buy	527,206 +22,662	+4%	+$399K	0.14%	67
2025 Q3	$8.82M	Buy	504,544 +84,495	+20%	+$1.43M	0.14%	65
2025 Q2	$7.09M	Buy	420,049 +288,958	+220%	+$4.89M	0.12%	71
2025 Q1	$2.28M	Buy	131,091 +117,138	+840%	+$2.07M	0.04%	112
2024 Q4	$249K	Buy	+13,953	New	+$251K	﹤0.01%	185

Other funds holding MLN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its VanEck Long Muni ETF (MLN) stake by 9.8% in Q2 2026, buying an estimated $800K and bringing the position to 508,751 shares worth $9.05M. The position accounts for 0.12% of the portfolio, ranked #70.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.24M in Q4 2025. 141 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 508,751 shares of VanEck Long Muni ETF worth $9.05M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 45,485 VanEck Long Muni ETF shares in Q2 2026, an estimated $800K.
VanEck Long Muni ETF made up 0.12% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #70 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VanEck Long Muni ETF in Q4 2024 and has held it in 7 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's VanEck Long Muni ETF position peaked at $9.24M in Q4 2025.
141 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

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