LPL Financial
CLSM icon

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

LPL Financial’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
Q4 		– Sell
-11,039
Closed -$235K – 5311
2024
Q3 		$235K Buy
+11,039
New +$231K ﹤0.01% 4611

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

LPL Financial's CLSM Position: Q4 2024 in Review

LPL Financial sold out of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q4 2024, closing a stake of 11,039 shares — an estimated $235K sold.

LPL Financial first reported a position in CLSM in Q3 2024 and held it in 1 quarter. The position peaked at $235K in Q3 2024. 15 funds tracked by Wall St. Rank hold CLSM as of Q4 2024.

  • LPL Financial reported no remaining Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 11,039 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q4 2024, an estimated $235K.
  • LPL Financial first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q3 2024 and held it in 1 quarter.
  • LPL Financial's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $235K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.