CCWA

CLA (CliftonLarsonAllen) Wealth Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$832K	Buy	+43,885	New	+$832K	0.01%	171
2024 Q1	–	Sell	-72,797	Closed	-$1.27M	–	186
2023 Q4	$1.27M	Buy	72,797 +46,629	+178%	+$816K	0.03%	122
2023 Q3	$441K	Buy	+26,168	New	+$441K	0.01%	161