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Advisory Services Network’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

Advisory Services Network’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
2023
Q2 		– Sell
-635
Closed -$12.8K – 1853
2023
Q1 		$12.8K Sell
635
-548
-46% -$11.1K ﹤0.01% 2771
2022
Q4 		$23.8K Buy
+1,183
New +$25K ﹤0.01% 2370

Other funds holding CLSM

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisory Services Network's CLSM Position: Q2 2023 in Review

Advisory Services Network sold out of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q2 2023, closing a stake of 635 shares — an estimated $12.8K sold.

Advisory Services Network first reported a position in CLSM in Q4 2022 and held it in 2 quarters. The position peaked at $23.8K in Q4 2022. 14 funds tracked by Wall St. Rank hold CLSM as of Q2 2023.

  • Advisory Services Network reported no remaining Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position as of Q2 2023 after selling out during the quarter.
  • Advisory Services Network sold 635 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q2 2023, an estimated $12.8K.
  • Advisory Services Network first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q4 2022 and held it in 2 quarters.
  • Advisory Services Network's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $23.8K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.