GI
CLSA

Gradient Investments’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Gradient Investments’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
Q1 		– Sell
-1,062
Closed -$19.4K – 1664
2022
Q4 		$19.4K Buy
+1,062
New +$19.9K ﹤0.01% 695

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

Gradient Investments's CLSA Position: Q1 2023 in Review

Gradient Investments sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q1 2023, closing a stake of 1,062 shares — an estimated $19.4K sold.

Gradient Investments first reported a position in CLSA in Q4 2022 and held it in 1 quarter. The position peaked at $19.4K in Q4 2022. 15 funds tracked by Wall St. Rank hold CLSA as of Q1 2023.

  • Gradient Investments reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q1 2023 after selling out during the quarter.
  • Gradient Investments sold 1,062 Cabana Target Leading Sector Aggressive ETF shares in Q1 2023, an estimated $19.4K.
  • Gradient Investments first reported a position in Cabana Target Leading Sector Aggressive ETF in Q4 2022 and held it in 1 quarter.
  • Gradient Investments's Cabana Target Leading Sector Aggressive ETF position peaked at $19.4K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.