OMC
CLSA

Old Mission Capital’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Old Mission Capital’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
2021
Q4 		– Sell
-14,461
Closed -$354K – 1297
2021
Q3 		$354K Buy
+14,461
New +$363K 0.01% 673

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Old Mission Capital's CLSA Position: Q4 2021 in Review

Old Mission Capital sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q4 2021, closing a stake of 14,461 shares — an estimated $354K sold.

Old Mission Capital first reported a position in CLSA in Q3 2021 and held it in 1 quarter. The position peaked at $354K in Q3 2021. 13 funds tracked by Wall St. Rank hold CLSA as of Q4 2021.

  • Old Mission Capital reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q4 2021 after selling out during the quarter.
  • Old Mission Capital sold 14,461 Cabana Target Leading Sector Aggressive ETF shares in Q4 2021, an estimated $354K.
  • Old Mission Capital first reported a position in Cabana Target Leading Sector Aggressive ETF in Q3 2021 and held it in 1 quarter.
  • Old Mission Capital's Cabana Target Leading Sector Aggressive ETF position peaked at $354K in Q3 2021.
  • 13 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q4 2021.

Based on Old Mission Capital's 13F filing for Q4 2021, filed 10 Feb 2022.