MWM
CLSM icon

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

Maripau Wealth Management’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
2025
Q3 		– Sell
-14,496
Closed -$314K – 141
2025
Q2 		$314K Sell
14,496
-50
-0.3% -$1.02K 0.16% 116
2025
Q1 		$303K Sell
14,546
-500
-3% -$10.4K 0.17% 103
2024
Q4 		$306K Buy
15,046
+245
+2% +$5.25K 0.18% 105
2024
Q3 		$315K Hold
14,801
– – 0.27% 47
2024
Q2 		$309K Sell
14,801
-1,231
-8% -$25K 0.21% 95
2024
Q1 		$329K Buy
+16,032
New +$322K 0.25% 85

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Maripau Wealth Management's CLSM Position: Q3 2025 in Review

Maripau Wealth Management sold out of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q3 2025, closing a stake of 14,496 shares — an estimated $314K sold.

Maripau Wealth Management first reported a position in CLSM in Q1 2024 and held it in 6 quarters. The position peaked at $329K in Q1 2024. 13 funds tracked by Wall St. Rank hold CLSM as of Q3 2025.

  • Maripau Wealth Management reported no remaining Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position as of Q3 2025 after selling out during the quarter.
  • Maripau Wealth Management sold 14,496 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q3 2025, an estimated $314K.
  • Maripau Wealth Management first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q1 2024 and held it in 6 quarters.
  • Maripau Wealth Management's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $329K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q3 2025.

Based on Maripau Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.