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

Triad Wealth Partners’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
Q1 		$362K Sell
15,586
-8,686
-36% -$206K 0.03% 354
2025
Q4 		$564K Sell
24,272
-18,437
-43% -$431K 0.05% 241
2025
Q3 		$984K Buy
+42,709
New +$948K 0.13% 118
2024
Q4 		– Sell
-28,702
Closed -$612K – 174
2024
Q3 		$612K Buy
+28,702
New +$601K 0.33% 42

Other funds holding CLSM

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Triad Wealth Partners's CLSM Position: Q1 2026 in Review

Triad Wealth Partners reduced its Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) stake by 36% in Q1 2026, selling an estimated $206K and leaving 15,586 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #354.

Triad Wealth Partners first reported a position in CLSM in Q3 2024 and has held it in 4 quarters since. The position peaked at $984K in Q3 2025. 15 funds tracked by Wall St. Rank hold CLSM as of Q1 2026.

  • Triad Wealth Partners held 15,586 shares of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF worth $362K as of Q1 2026.
  • Triad Wealth Partners sold 8,686 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q1 2026, an estimated $206K.
  • Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #354 holding.
  • Triad Wealth Partners first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q3 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $984K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.