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Impact Partnership Wealth’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-3,522
Closed -$71.4K – 1044
2023
Q2 		$71.4K Buy
+3,522
New +$70.7K 0.02% 229

Other funds holding CLSM

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Impact Partnership Wealth sold out of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q3 2023, closing a stake of 3,522 shares — an estimated $71.4K sold.

Impact Partnership Wealth first reported a position in CLSM in Q2 2023 and held it in 1 quarter. The position peaked at $71.4K in Q2 2023. 14 funds tracked by Wall St. Rank hold CLSM as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,522 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q3 2023, an estimated $71.4K.
  • Impact Partnership Wealth first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $71.4K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q3 2023.

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