CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Position in ARCC — Ares Capital Corp
CIK 944361
MINNEAPOLIS, MN
Position in ARCC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$273,224
+$51,605 QoQ
Shares Held
14,745
+34.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#69
of 115 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ARCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $3,200,257 across 7 Asset Management names. ARCC ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAD |
Nuveen Quality Municipal Income Fund
|
103,138 | $1,250,032 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
44,780 | $525,717 | |
| 3 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
38,418 | $406,078 | |
| 4 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
22,500 | $276,975 | |
| 5 | ARCC |
Ares Capital Corp
This page
|
14,745 | $273,224 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
24,840 | $268,023 | |
| 7 | FSCO |
FS Credit Opportunities Corp.
|
40,122 | $200,208 |
All Filings in ARCC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,224 | 14,745 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $221,619 | 10,955 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||