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Money Concepts Capital’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-34
Closed -$685 – 906
2022
Q4 		$685 Buy
+34
New +$719 ﹤0.01% 2947

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Money Concepts Capital's CLSM Position: Q1 2023 in Review

Money Concepts Capital sold out of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q1 2023, closing a stake of 34 shares — an estimated $685 sold.

Money Concepts Capital first reported a position in CLSM in Q4 2022 and held it in 1 quarter. The position peaked at $685 in Q4 2022. 9 funds tracked by Wall St. Rank hold CLSM as of Q1 2023.

  • Money Concepts Capital reported no remaining Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 34 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q1 2023, an estimated $685.
  • Money Concepts Capital first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $685 in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.