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iShares S&P US Pref Stock Idx Fnd shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares S&P US Pref Stock Idx Fnd

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P US Pref Stock Idx Fnd held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $42M 1.3M 31.19
2023-09-30 $38M 1.3M 30.15
2023-06-30 $34M 1.1M 30.93
2023-03-31 $36M 1.1M 31.22
2022-12-31 $28M 916k 30.53
2022-06-30 $34M 1.0M 32.88
2022-03-31 $43M 1.2M 36.42
2021-12-31 $42M 1.1M 39.43
2021-09-30 $32M 823k 38.81
2021-06-30 $24M 621k 39.34
2021-03-31 $11M 287k 38.40
2020-12-31 $10M 259k 38.51
2020-09-30 $9.4M 257k 36.45
2020-06-30 $7.1M 205k 34.64
2019-12-31 $7.9M 210k 37.59
2019-09-30 $4.8M 129k 37.53
2019-06-30 $3.7M 99k 36.85
2019-03-31 $1.2M 33k 36.54
2018-12-31 $4.1M 120k 34.23
2018-09-30 $8.3M 223k 37.13
2018-06-30 $11M 288k 37.71
2018-03-31 $15M 411k 37.56
2017-12-31 $20M 511k 38.07
2017-09-30 $14M 358k 38.81
2017-06-30 $13M 322k 39.17
2017-03-31 $14M 366k 38.70
2016-12-31 $25M 678k 37.21
2016-09-30 $15M 389k 39.50
2016-06-30 $13M 323k 39.89
2016-03-31 $6.9M 177k 39.03
2015-12-31 $4.0M 103k 38.85
2015-09-30 $4.2M 108k 38.60
2015-06-30 $2.8M 71k 39.18

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)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares S&P US Pref Stock Idx Fnd

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Mariner Wealth Advisors
Global Assets Advisory
Us Bancorp
Rockefeller Capital Management
Commonwealth Equity Services
Wright Fund Managment
Orgel Wealth Management
Branch Banking & Trust Company
Advisor Group Holdings
Deutsche Bank Aktiengesellschaft
Janney Montgomery Scott

View all funds holding iShares S&P US Pref Stock Idx Fnd