TIM
CLSA

Tevis Investment Management’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Tevis Investment 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 		– Sell
-11,098
Closed -$207K – 207
2022
Q3 		$207K Sell
11,098
-939
-8% -$17.8K 0.2% 83
2022
Q2 		$227K Sell
12,037
-18,812
-61% -$376K 0.22% 81
2022
Q1 		$709K Buy
+30,849
New +$742K 0.64% 48

Other funds holding CLSA

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Tevis Investment Management's CLSA Position: Q4 2022 in Review

Tevis Investment Management sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q4 2022, closing a stake of 11,098 shares — an estimated $207K sold.

Tevis Investment Management first reported a position in CLSA in Q1 2022 and held it in 3 quarters. The position peaked at $709K in Q1 2022. 17 funds tracked by Wall St. Rank hold CLSA as of Q4 2022.

  • Tevis Investment Management reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 11,098 Cabana Target Leading Sector Aggressive ETF shares in Q4 2022, an estimated $207K.
  • Tevis Investment Management first reported a position in Cabana Target Leading Sector Aggressive ETF in Q1 2022 and held it in 3 quarters.
  • Tevis Investment Management's Cabana Target Leading Sector Aggressive ETF position peaked at $709K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.