AWM
CLSC

AE Wealth Management’s Cabana Target Leading Sector Conservative ETF CLSC Stock Holding History

AE Wealth Management’s Portfolio CLSC Stock Details CLSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
2023
Q1 		$452K Sell
2022
Q4 		$649K Sell
2022
Q3 		$4.36M Sell
2022
Q2 		$6.01M Buy
2022
Q1 		– Sell
2021
Q4 		$846K Sell
2021
Q3 		$1.66M Buy