MA
CLSC

Mutual Advisors’s Cabana Target Leading Sector Conservative ETF CLSC Stock Holding History

Mutual Advisors’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
Q1 		– Sell
-13,295
Closed -$262K – 1022
2022
Q4 		$262K Sell
13,295
-45,412
-77% -$945K 0.01% 783
2022
Q3 		$1.22M Buy
+58,707
New +$1.24M 0.06% 320

Other funds holding CLSC

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Mutual Advisors's CLSC Position: Q1 2023 in Review

Mutual Advisors sold out of Cabana Target Leading Sector Conservative ETF (CLSC) in Q1 2023, closing a stake of 13,295 shares — an estimated $262K sold.

Mutual Advisors first reported a position in CLSC in Q3 2022 and held it in 2 quarters. The position peaked at $1.22M in Q3 2022. 11 funds tracked by Wall St. Rank hold CLSC as of Q1 2023.

  • Mutual Advisors reported no remaining Cabana Target Leading Sector Conservative ETF position as of Q1 2023 after selling out during the quarter.
  • Mutual Advisors sold 13,295 Cabana Target Leading Sector Conservative ETF shares in Q1 2023, an estimated $262K.
  • Mutual Advisors first reported a position in Cabana Target Leading Sector Conservative ETF in Q3 2022 and held it in 2 quarters.
  • Mutual Advisors's Cabana Target Leading Sector Conservative ETF position peaked at $1.22M in Q3 2022.
  • 11 funds tracked by Wall St. Rank held Cabana Target Leading Sector Conservative ETF as of Q1 2023.

Based on Mutual Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.