MA
CLSA

Mutual Advisors’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Mutual Advisors’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
Q2 		– Sell
-32,077
Closed -$600K – 1082
2023
Q1 		$600K Sell
32,077
-679
-2% -$12.7K 0.02% 571
2022
Q4 		$598K Buy
+32,756
New +$614K 0.03% 541

Other funds holding CLSA

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mutual Advisors's CLSA Position: Q2 2023 in Review

Mutual Advisors sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q2 2023, closing a stake of 32,077 shares — an estimated $600K sold.

Mutual Advisors first reported a position in CLSA in Q4 2022 and held it in 2 quarters. The position peaked at $600K in Q1 2023. 13 funds tracked by Wall St. Rank hold CLSA as of Q2 2023.

  • Mutual Advisors reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q2 2023 after selling out during the quarter.
  • Mutual Advisors sold 32,077 Cabana Target Leading Sector Aggressive ETF shares in Q2 2023, an estimated $600K.
  • Mutual Advisors first reported a position in Cabana Target Leading Sector Aggressive ETF in Q4 2022 and held it in 2 quarters.
  • Mutual Advisors's Cabana Target Leading Sector Aggressive ETF position peaked at $600K in Q1 2023.
  • 13 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q2 2023.

Based on Mutual Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.