MWM
CLSA

Maripau Wealth Management’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Maripau Wealth Management’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
Q4 		– Sell
-11,448
Closed -$210K – 123
2023
Q3 		$210K Buy
11,448
+297
+3% +$5.51K 0.19% 91
2023
Q2 		$211K Buy
+11,151
New +$208K 0.19% 91

Other funds holding CLSA

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Maripau Wealth Management's CLSA Position: Q4 2023 in Review

Maripau Wealth Management sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q4 2023, closing a stake of 11,448 shares — an estimated $210K sold.

Maripau Wealth Management first reported a position in CLSA in Q2 2023 and held it in 2 quarters. The position peaked at $211K in Q2 2023. 7 funds tracked by Wall St. Rank hold CLSA as of Q4 2023.

  • Maripau Wealth Management reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q4 2023 after selling out during the quarter.
  • Maripau Wealth Management sold 11,448 Cabana Target Leading Sector Aggressive ETF shares in Q4 2023, an estimated $210K.
  • Maripau Wealth Management first reported a position in Cabana Target Leading Sector Aggressive ETF in Q2 2023 and held it in 2 quarters.
  • Maripau Wealth Management's Cabana Target Leading Sector Aggressive ETF position peaked at $211K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q4 2023.

Based on Maripau Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.