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Selective Wealth Management’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

Selective Wealth Management’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
2025
Q1 		– Sell
-11,756
Closed -$237K – 105
2024
Q4 		$237K Sell
11,756
-5,041
-30% -$108K 0.1% 92
2024
Q3 		$360K Sell
16,797
-515
-3% -$10.8K 0.15% 73
2024
Q2 		$363K Sell
17,312
-681
-4% -$13.8K 0.16% 69
2024
Q1 		$362K Buy
+17,993
New +$361K 0.16% 73
2023
Q3 		– Sell
-10,195
Closed -$205K – 93
2023
Q2 		$205K Buy
+10,195
New +$205K 0.1% 115
2022
Q4 		$425K Sell
21,044
-5,025
-19% -$106K 0.22% 61
2022
Q3 		$549K Sell
26,069
-18,190
-41% -$389K 0.24% 57
2022
Q2 		$943K Sell
44,259
-9,230
-17% -$204K 0.34% 42
2022
Q1 		$1.27M Sell
53,489
-4,421
-8% -$108K 0.46% 34
2021
Q4 		$1.57M Buy
57,910
+19,912
+52% +$526K 0.64% 28
2021
Q3 		$935K Buy
+37,998
New +$960K 0.5% 31

Other funds holding CLSM

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Selective Wealth Management's CLSM Position: Q1 2025 in Review

Selective Wealth Management sold out of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q1 2025, closing a stake of 11,756 shares — an estimated $237K sold.

Selective Wealth Management first reported a position in CLSM in Q3 2021 and held it in 11 quarters. The position peaked at $1.57M in Q4 2021. 13 funds tracked by Wall St. Rank hold CLSM as of Q1 2025.

  • Selective Wealth Management reported no remaining Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position as of Q1 2025 after selling out during the quarter.
  • Selective Wealth Management sold 11,756 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q1 2025, an estimated $237K.
  • Selective Wealth Management first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q3 2021 and held it in 11 quarters.
  • Selective Wealth Management's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $1.57M in Q4 2021.
  • 13 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q1 2025.

Based on Selective Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.