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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
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

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Triad Wealth Partners's CLSM Position: Q2 2026 in Review

Triad Wealth Partners reduced its Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) stake by 3.4% in Q2 2026, selling an estimated $14.1K and leaving 15,051 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #376.

Triad Wealth Partners first reported a position in CLSM in Q3 2024 and has held it in 5 quarters since. The position peaked at $984K in Q3 2025. 15 funds tracked by Wall St. Rank hold CLSM as of Q2 2026.

  • Triad Wealth Partners held 15,051 shares of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF worth $401K as of Q2 2026.
  • Triad Wealth Partners sold 535 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q2 2026, an estimated $14.1K.
  • Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #376 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 5 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 Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.