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Advisornet Financial’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

Advisornet Financial’s Portfolio CLSM Stock Details CLSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-223
Closed -$5.14K – 2261
2025
Q3 		$5.14K Hold
223
– – ﹤0.01% 1686
2025
Q2 		$4.82K Sell
223
-292
-57% -$5.95K ﹤0.01% 1673
2025
Q1 		$10.7K Buy
+515
New +$10.7K ﹤0.01% 1383

Other funds holding CLSM

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Advisornet Financial's CLSM Position: Q4 2025 in Review

Advisornet Financial sold out of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q4 2025, closing a stake of 223 shares — an estimated $5.14K sold.

Advisornet Financial first reported a position in CLSM in Q1 2025 and held it in 3 quarters. The position peaked at $10.7K in Q1 2025. 16 funds tracked by Wall St. Rank hold CLSM as of Q4 2025.

  • Advisornet Financial reported no remaining Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position as of Q4 2025 after selling out during the quarter.
  • Advisornet Financial sold 223 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q4 2025, an estimated $5.14K.
  • Advisornet Financial first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q1 2025 and held it in 3 quarters.
  • Advisornet Financial's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $10.7K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.