AE Wealth Management’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $219K | Sell |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $272K | Sell |
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|
2024
Q2 | $469K | Sell |
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|
2024
Q1 | $928K | Sell |
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|
2023
Q4 | $5.19M | Buy |
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|
2023
Q3 | $2.75M | Sell |
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|
2023
Q2 | $4.05M | Buy |
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|
2023
Q1 | $2.09M | Buy |
|
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|
2022
Q4 | $550K | Sell |
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|
2022
Q3 | $598K | Sell |
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|
2022
Q2 | $866K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $6.28M | Buy |
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