CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.6M	Buy	2,053,250 +107,296	+6%	+$3.34M	0.82%	22
2026 Q1	$59M	Buy	1,945,954 +51,680	+3%	+$1.62M	0.86%	21
2025 Q4	$58.6M	Sell	1,894,274 -78,959	-4%	-$2.46M	0.89%	24
2025 Q3	$62.4M	Buy	1,973,233 +24,503	+1%	+$770K	0.98%	23
2025 Q2	$59.8M	Buy	1,948,730 +64,033	+3%	+$1.93M	1%	23
2025 Q1	$57.9M	Buy	1,884,697 +88,805	+5%	+$2.8M	1.08%	21
2024 Q4	$56.5M	Buy	1,795,892 +126,908	+8%	+$4.14M	1.09%	25
2024 Q3	$55.5M	Buy	1,668,984 +139,298	+9%	+$4.48M	1.28%	24
2024 Q2	$48.3M	Buy	1,529,686 +89,057	+6%	+$2.8M	1.04%	26
2024 Q1	$46.4M	Buy	1,440,629 +110,828	+8%	+$3.53M	1.06%	26
2023 Q4	$41.5M	Buy	1,329,801 +77,512	+6%	+$2.32M	1.03%	27
2023 Q3	$37.8M	Buy	1,252,289 +151,719	+14%	+$4.64M	1.06%	27
2023 Q2	$34M	Sell	1,100,570 -43,133	-4%	-$1.32M	0.95%	28
2023 Q1	$35.7M	Buy	1,143,703 +227,900	+25%	+$7.32M	1.05%	29
2022 Q4	$28M	Buy	+915,803	New	+$28.5M	1.04%	26
2022 Q3	–	Sell	-1,034,254	Closed	-$34M	–	141
2022 Q2	$34M	Sell	1,034,254 -138,621	-12%	-$4.69M	1.41%	23
2022 Q1	$42.7M	Buy	1,172,875 +112,811	+11%	+$4.15M	1.53%	21
2021 Q4	$41.8M	Buy	1,060,064 +237,426	+29%	+$9.23M	1.52%	20
2021 Q3	$31.9M	Buy	822,638 +201,870	+33%	+$7.92M	1.25%	24
2021 Q2	$24.4M	Buy	620,768 +333,705	+116%	+$12.9M	1%	30
2021 Q1	$11M	Buy	287,063 +28,208	+11%	+$1.07M	0.52%	38
2020 Q4	$9.97M	Buy	258,855 +1,761	+0.7%	+$65.8K	0.49%	41
2020 Q3	$9.37M	Buy	257,094 +52,148	+25%	+$1.88M	0.53%	41
2020 Q2	$7.1M	Buy	+204,946	New	+$6.98M	0.43%	43
2019 Q4	$7.9M	Buy	210,072 +81,280	+63%	+$3.03M	0.63%	25
2019 Q3	$4.83M	Buy	128,792 +29,399	+30%	+$1.09M	0.42%	39
2019 Q2	$3.66M	Buy	99,393 +65,975	+197%	+$2.42M	0.37%	42
2019 Q1	$1.22M	Sell	33,418 -86,757	-72%	-$3.12M	0.13%	71
2018 Q4	$4.11M	Sell	120,175 -102,550	-46%	-$3.63M	0.41%	42
2018 Q3	$8.27M	Sell	222,725 -65,371	-23%	-$2.45M	0.77%	30
2018 Q2	$10.9M	Sell	288,096 -122,927	-30%	-$4.58M	1.06%	26
2018 Q1	$15.4M	Sell	411,023 -99,969	-20%	-$3.75M	1.54%	17
2017 Q4	$19.5M	Buy	510,992 +152,747	+43%	+$5.86M	2%	16
2017 Q3	$13.9M	Buy	358,245 +35,820	+11%	+$1.4M	1.47%	19
2017 Q2	$12.6M	Sell	322,425 -43,120	-12%	-$1.68M	1.41%	20
2017 Q1	$14.1M	Sell	365,545 -312,145	-46%	-$11.9M	1.58%	18
2016 Q4	$25.2M	Buy	677,690 +288,906	+74%	+$11M	2.88%	13
2016 Q3	$15.4M	Buy	388,784 +65,778	+20%	+$2.62M	1.87%	17
2016 Q2	$12.9M	Buy	323,006 +146,481	+83%	+$5.74M	1.86%	16
2016 Q1	$6.89M	Buy	176,525 +73,878	+72%	+$2.82M	1.08%	19
2015 Q4	$3.99M	Sell	102,647 -4,977	-5%	-$194K	0.67%	33
2015 Q3	$4.15M	Buy	107,624 +36,332	+51%	+$1.42M	0.78%	28
2015 Q2	$2.79M	Buy	+71,292	New	+$2.83M	0.56%	30

Other funds holding PFF

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 5.5% in Q2 2026, buying an estimated $3.34M and bringing the position to 2,053,250 shares worth $62.6M. The position accounts for 0.82% of the portfolio, ranked #22.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PFF in Q2 2015 and has held it in 43 quarters since. 221 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 2,053,250 shares of iShares Preferred and Income Securities ETF worth $62.6M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 107,296 iShares Preferred and Income Securities ETF shares in Q2 2026, an estimated $3.34M.
iShares Preferred and Income Securities ETF made up 0.82% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #22 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2015 and has held it in 43 quarters since.
221 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

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