LPL Financial
CLSA

LPL Financial’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

LPL Financial’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
-10,089
Closed -$191K – 4824
2023
Q2 		$191K Buy
+10,089
New +$188K ﹤0.01% 4167

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
GS
GTS Securities New York $2.83B AUM 21.76% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return

LPL Financial's CLSA Position: Q3 2023 in Review

LPL Financial sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q3 2023, closing a stake of 10,089 shares — an estimated $191K sold.

LPL Financial first reported a position in CLSA in Q2 2023 and held it in 1 quarter. The position peaked at $191K in Q2 2023. 12 funds tracked by Wall St. Rank hold CLSA as of Q3 2023.

  • LPL Financial reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 10,089 Cabana Target Leading Sector Aggressive ETF shares in Q3 2023, an estimated $191K.
  • LPL Financial first reported a position in Cabana Target Leading Sector Aggressive ETF in Q2 2023 and held it in 1 quarter.
  • LPL Financial's Cabana Target Leading Sector Aggressive ETF position peaked at $191K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.