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 Q3	$417K	Hold	15,051	–	–	0.02%	364
2026 Q2	$401K	Sell	15,051 -535	-3%	-$14.1K	0.02%	376
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

Cabana LLC Fayetteville, Arkansas $15.6M AUM 18.04% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Triad Wealth Partners's CLSM Position: Q3 2026 in Review

Triad Wealth Partners held its Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) position steady in Q3 2026 at 15,051 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #364.

Triad Wealth Partners first reported a position in CLSM in Q3 2024 and has held it in 6 quarters since. The position peaked at $984K in Q3 2025. 6 funds tracked by Wall St. Rank hold CLSM as of Q3 2026.

Triad Wealth Partners held 15,051 shares of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF worth $417K as of Q3 2026.
Triad Wealth Partners left its Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF share count unchanged in Q3 2026.
Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #364 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 6 quarters since.
Triad Wealth Partners's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $984K in Q3 2025.
6 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.