MWM
CLSC

Maripau Wealth Management’s Cabana Target Leading Sector Conservative ETF CLSC Stock Holding History

Maripau Wealth Management’s Portfolio CLSC Stock Details CLSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,000
Closed -$196K – 116
2023
Q2 		$196K Buy
+10,000
New +$193K 0.17% 96

Other funds holding CLSC

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
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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Maripau Wealth Management's CLSC Position: Q3 2023 in Review

Maripau Wealth Management sold out of Cabana Target Leading Sector Conservative ETF (CLSC) in Q3 2023, closing a stake of 10,000 shares — an estimated $196K sold.

Maripau Wealth Management first reported a position in CLSC in Q2 2023 and held it in 1 quarter. The position peaked at $196K in Q2 2023. 11 funds tracked by Wall St. Rank hold CLSC as of Q3 2023.

  • Maripau Wealth Management reported no remaining Cabana Target Leading Sector Conservative ETF position as of Q3 2023 after selling out during the quarter.
  • Maripau Wealth Management sold 10,000 Cabana Target Leading Sector Conservative ETF shares in Q3 2023, an estimated $196K.
  • Maripau Wealth Management first reported a position in Cabana Target Leading Sector Conservative ETF in Q2 2023 and held it in 1 quarter.
  • Maripau Wealth Management's Cabana Target Leading Sector Conservative ETF position peaked at $196K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Cabana Target Leading Sector Conservative ETF as of Q3 2023.

Based on Maripau Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.