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Doubleline Etf Trust shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Doubleline Etf Trust (DMX) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Doubleline Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Etf Trust held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Etf Trust by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $814k 16k 50.24

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust ST STR SP600 SML (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust St Str Aggre Etf (SPAB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Mbs Etf (MBB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Series Trust St Inter Bd Etf (SPIB)
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Doubleline Etf Trust

Hippocratic Financial Advisors
Foundations Investment Advisors
Seascape Capital Management
Ashton Thomas Private Wealth
Sanctuary Advisors
Jane Street
Intrepid Financial Planning Group
Walser Wealth Management Company, A Ltd Liability
CliftonLarsonAllen Wealth Advisors
Gilman Hill Asset Management
Legacy Wealth Managment
Raab & Moskowitz Asset Management
Citadel Advisors
Steward Partners Investment Advisory
AE Wealth Management

View all funds holding Doubleline Etf Trust