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Bnymellonetftrusti.. shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Bnymellonetftrusti.. shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Bnymellonetftrusti..

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All positions including Bnymellonetftrusti.. held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bnymellonetftrusti.. by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $267k 10k 26.10

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Vanguardindexfds S&p500etfshs (VOO)
Vanguardtax-managedfds Vanftsedevmkt (VEA)
Invescoexchangetradedfdt S&p500quality (SPHQ)
Vanguardmunbdfds Taxexemptbd (VTEB)
Spdrseriestrust Statestreetspd (SPAB)
Spdrseriestrust Statestreetspd (SPSM)
Vanguardscottsdalefds Intertermtreas (VGIT)
Vanguardintlequityindexf Ftseemrmktetf (VWO)
Isharestr Mbsetf (MBB)
Prosharestr S&p500dvarist (NOBL)
Spdrseriestrust Statestreetspd (SPIB)
Franklintempletonetftr Franklindynmun (FLMI)
Blackrocketftrustii Isharesflexible (BINC)
Invescoexchtradedfdtrii Natlamtmuni (PZA)
Isharestr Coremscieafe (IEFA)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Bnymellonetftrusti..

Newman Dignan & Sheerar
Clean Yield Group
CliftonLarsonAllen Wealth Advisors
Waldron

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