Clear Trail Advisors, LLC ETF holdings
Houston, TX
Reported $222.5M in 47 ETFs in its Form 13F for June 30, 2026.
ETF value
$222.5M
ETFs held
47
Change from prior quarter
+22.7%
With price moves
ETFs as a share of its 13F
34.0%
of $655.2M
Top 10 of 47 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DIVO | Amplify CWP Enhanced Dividend Income ETF | $18.8M | 412,141 | +13,000 shares |
| JMUB | JPMorgan Municipal ETF | $18.7M | 369,734 | +84,525 shares |
| CGMU | Capital Group Municipal Income ETF | $18.2M | 663,356 | +151,173 shares |
| CGCB | Capital Group Core Bond ETF | $16.3M | 623,439 | +61,154 shares |
| WCPB | Weitz Core Plus Bond ETF | $16.3M | 643,407 | +60,480 shares |
| JBND | Jpmorgan Active Bond ETF | $16.2M | 302,710 | +28,632 shares |
| EVTR | Eaton Vance Total Return Bond ETF | $16.2M | 318,612 | +29,893 shares |
| JPIE | JPMorgan Income ETF | $15.2M | 329,004 | +31,232 shares |
| CGMS | Capital Group U.S. Multi-Sector Income ETF | $10.8M | 393,663 | +36,439 shares |
| VNLA | Janus Henderson Short Duration Income ETF | $7.9M | 160,783 | +6,950 shares |
37 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002097856. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Clear Trail Advisors, LLC own?
Clear Trail Advisors, LLC reported 47 ETF positions worth $222.5M in its Form 13F for June 30, 2026. The largest was DIVO, at $18.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.