IPW
CLSA

Impact Partnership Wealth’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-8,417
Closed -$160K – 1247
2023
Q2 		$160K Buy
+8,417
New +$157K 0.06% 159

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GS
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AWM
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Susquehanna International Group
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AWM
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TC
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Citadel Advisors
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MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return

Impact Partnership Wealth's CLSA Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q3 2023, closing a stake of 8,417 shares — an estimated $160K sold.

Impact Partnership Wealth first reported a position in CLSA in Q2 2023 and held it in 1 quarter. The position peaked at $160K in Q2 2023. 12 funds tracked by Wall St. Rank hold CLSA as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 8,417 Cabana Target Leading Sector Aggressive ETF shares in Q3 2023, an estimated $160K.
  • Impact Partnership Wealth first reported a position in Cabana Target Leading Sector Aggressive ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Cabana Target Leading Sector Aggressive ETF position peaked at $160K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.