CA
CLSA

Continuum Advisory’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Continuum Advisory’s Portfolio CLSA Stock Details CLSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-51,053
Closed -$955K – 458
2023
Q1 		$955K Sell
51,053
-3,011
-6% -$56.4K 0.16% 156
2022
Q4 		$988K Buy
+54,064
New +$1.01M 0.18% 152

Other funds holding CLSA

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Continuum Advisory's CLSA Position: Q2 2023 in Review

Continuum Advisory sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q2 2023, closing a stake of 51,053 shares — an estimated $955K sold.

Continuum Advisory first reported a position in CLSA in Q4 2022 and held it in 2 quarters. The position peaked at $988K in Q4 2022. 13 funds tracked by Wall St. Rank hold CLSA as of Q2 2023.

  • Continuum Advisory reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q2 2023 after selling out during the quarter.
  • Continuum Advisory sold 51,053 Cabana Target Leading Sector Aggressive ETF shares in Q2 2023, an estimated $955K.
  • Continuum Advisory first reported a position in Cabana Target Leading Sector Aggressive ETF in Q4 2022 and held it in 2 quarters.
  • Continuum Advisory's Cabana Target Leading Sector Aggressive ETF position peaked at $988K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q2 2023.

Based on Continuum Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.