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

Gradient Investments’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
2024
Q3 		– Sell
-1
Closed -$21 – 475
2024
Q2 		$21 Buy
+1
New +$20 ﹤0.01% 1353
2023
Q1 		– Sell
-94
Closed -$1.89K – 1538
2022
Q4 		$1.89K Buy
+94
New +$1.99K ﹤0.01% 1098

Other funds holding CLSM

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Gradient Investments's CLSM Position: Q3 2024 in Review

Gradient Investments sold out of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q3 2024, closing a stake of 1 share — an estimated $21 sold.

Gradient Investments first reported a position in CLSM in Q4 2022 and held it in 2 quarters. The position peaked at $1.89K in Q4 2022. 19 funds tracked by Wall St. Rank hold CLSM as of Q3 2024.

  • Gradient Investments reported no remaining Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF share in Q3 2024, an estimated $21.
  • Gradient Investments first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q4 2022 and held it in 2 quarters.
  • Gradient Investments's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $1.89K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.