SWM
CLSA

Selective Wealth Management’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Selective Wealth Management’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
2022
Q4 		$278K Sell
15,053
-2,358
-14% -$44.2K 0.15% 90
2022
Q3 		$324K Sell
17,411
-7,069
-29% -$134K 0.14% 88
2022
Q2 		$465K Sell
24,480
-4,104
-14% -$82.1K 0.17% 80
2022
Q1 		$657K Sell
28,584
-6,014
-17% -$145K 0.24% 52
2021
Q4 		$940K Buy
34,598
+18,286
+112% +$482K 0.38% 36
2021
Q3 		$399K Buy
+16,312
New +$410K 0.21% 51

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
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 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
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Selective Wealth Management's CLSA Position: Q4 2022 in Review

Selective Wealth Management reduced its Cabana Target Leading Sector Aggressive ETF (CLSA) stake by 14% in Q4 2022, selling an estimated $44.2K and leaving 15,053 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #90.

Selective Wealth Management first reported a position in CLSA in Q3 2021 and has held it in 6 quarters since. The position peaked at $940K in Q4 2021. 17 funds tracked by Wall St. Rank hold CLSA as of Q4 2022.

  • Selective Wealth Management held 15,053 shares of Cabana Target Leading Sector Aggressive ETF worth $278K as of Q4 2022.
  • Selective Wealth Management sold 2,358 Cabana Target Leading Sector Aggressive ETF shares in Q4 2022, an estimated $44.2K.
  • Cabana Target Leading Sector Aggressive ETF made up 0.15% of Selective Wealth Management's portfolio in Q4 2022, its #90 holding.
  • Selective Wealth Management first reported a position in Cabana Target Leading Sector Aggressive ETF in Q3 2021 and has held it in 6 quarters since.
  • Selective Wealth Management's Cabana Target Leading Sector Aggressive ETF position peaked at $940K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.