MA
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Mutual Advisors’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

Mutual Advisors’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
2026
Q2 		$449K Buy
16,279
+125
+0.8% +$3.29K 0.01% 992
2026
Q1 		$375K Buy
16,154
+445
+3% +$10.5K 0.01% 1026
2025
Q4 		$365K Sell
15,709
-348
-2% -$8.13K 0.01% 1015
2025
Q3 		$376K Sell
16,057
-6,024
-27% -$134K 0.01% 981
2025
Q2 		$487K Sell
22,081
-129
-0.6% -$2.63K 0.01% 791
2025
Q1 		$443K Buy
22,210
+364
+2% +$7.54K 0.01% 769
2024
Q4 		$451K Sell
21,846
-184
-0.8% -$3.95K 0.01% 735
2024
Q3 		$470K Sell
22,030
-25
-0.1% -$524 0.01% 731
2024
Q2 		$460K Buy
22,055
+5,633
+34% +$114K 0.01% 736
2024
Q1 		$337K Sell
16,422
-6,906
-30% -$139K 0.01% 827
2023
Q4 		$475K Sell
23,328
-2,121
-8% -$42.4K 0.02% 675
2023
Q3 		$500K Sell
25,449
-4,982
-16% -$99.3K 0.02% 621
2023
Q2 		$617K Buy
+30,431
New +$611K 0.02% 574

Other funds holding CLSM

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mutual Advisors's CLSM Position: Q2 2026 in Review

Mutual Advisors increased its Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) stake by 0.77% in Q2 2026, buying an estimated $3.29K and bringing the position to 16,279 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #992.

Mutual Advisors first reported a position in CLSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $617K in Q2 2023. 15 funds tracked by Wall St. Rank hold CLSM as of Q2 2026.

  • Mutual Advisors held 16,279 shares of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF worth $449K as of Q2 2026.
  • Mutual Advisors bought 125 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q2 2026, an estimated $3.29K.
  • Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #992 holding.
  • Mutual Advisors first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q2 2023 and has held it in 13 quarters since.
  • Mutual Advisors's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $617K in Q2 2023.
  • 15 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.