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Continuum Advisory’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

Continuum Advisory’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
Q2 		$139K Buy
+5,050
New +$133K 0.01% 554
2025
Q2 		– Sell
-6,895
Closed -$144K – 615
2025
Q1 		$144K Sell
6,895
-4,890
-41% -$101K 0.02% 454
2024
Q4 		$240K Sell
11,785
-2,820
-19% -$60.5K 0.03% 356
2024
Q3 		$317K Sell
14,605
-11,865
-45% -$249K 0.04% 315
2024
Q2 		$553K Sell
26,470
-2,581
-9% -$52.4K 0.08% 217
2024
Q1 		$587K Buy
29,051
+8,888
+44% +$179K 0.09% 209
2023
Q4 		$411K Sell
20,163
-5,810
-22% -$116K 0.06% 312
2023
Q3 		$510K Sell
25,973
-343
-1% -$6.84K 0.08% 272
2023
Q2 		$534K Buy
+26,316
New +$529K 0.08% 267

Other funds holding CLSM

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Continuum Advisory's CLSM Position: Q2 2026 in Review

Continuum Advisory opened a new position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q2 2026: 5,050 shares worth $139K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in CLSM as recently as Q1 2025.

Continuum Advisory first reported a position in CLSM in Q2 2023 and has held it in 9 quarters since. The position peaked at $587K in Q1 2024. 15 funds tracked by Wall St. Rank hold CLSM as of Q2 2026.

  • Continuum Advisory held 5,050 shares of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF worth $139K as of Q2 2026.
  • Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF was a new Continuum Advisory position in Q2 2026.
  • Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #554 holding.
  • Continuum Advisory first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q2 2023 and has held it in 9 quarters since.
  • Continuum Advisory's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $587K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.