Avaii Wealth Management’s CleanSpark CLSK Stock Holding History

Avaii Wealth Management’s Portfolio CLSK Stock Details CLSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-26,300	Closed	-$177K	–	136
2025 Q1	$177K	Sell	26,300 -14,770	-36%	-$140K	0.09%	122
2024 Q4	$378K	Sell	41,070 -5,495	-12%	-$66.4K	0.19%	73
2024 Q3	$435K	Buy	46,565 +17,155	+58%	+$218K	0.22%	64
2024 Q2	$469K	Buy	29,410 +7,369	+33%	+$124K	0.26%	66
2024 Q1	$467K	Buy	+22,041	New	+$306K	0.27%	67

Other funds holding CLSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avaii Wealth Management's CLSK Position: Q2 2025 in Review

Avaii Wealth Management sold out of CleanSpark (CLSK) in Q2 2025, closing a stake of 26,300 shares — an estimated $177K sold.

Avaii Wealth Management first reported a position in CLSK in Q1 2024 and held it in 5 quarters. The position peaked at $469K in Q2 2024. 307 funds tracked by Wall St. Rank hold CLSK as of Q2 2025.

Avaii Wealth Management reported no remaining CleanSpark position as of Q2 2025 after selling out during the quarter.
Avaii Wealth Management sold 26,300 CleanSpark shares in Q2 2025, an estimated $177K.
Avaii Wealth Management first reported a position in CleanSpark in Q1 2024 and held it in 5 quarters.
Avaii Wealth Management's CleanSpark position peaked at $469K in Q2 2024.
307 funds tracked by Wall St. Rank held CleanSpark as of Q2 2025.

Based on Avaii Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.