BCMIO
CLSM icon

Beacon Capital Management Inc (Ohio)’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2026
Q1 		$17 Hold
1
– – ﹤0.01% 126
2025
Q4 		$17 Hold
1
– – ﹤0.01% 131
2025
Q3 		$16 Hold
1
– – ﹤0.01% 143
2025
Q2 		$15 Buy
+1
New +$20 ﹤0.01% 114

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s CLSM Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) held its Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) position steady in Q1 2026 at 1 share worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #126.

Beacon Capital Management Inc (Ohio) first reported a position in CLSM in Q2 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold CLSM as of Q1 2026.

  • Beacon Capital Management Inc (Ohio) held 1 share of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF worth $17 as of Q1 2026.
  • Beacon Capital Management Inc (Ohio) left its Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF share count unchanged in Q1 2026.
  • Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #126 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q2 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.