UBS Group
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UBS Group’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

UBS Group’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 		– Sell
-719
Closed -$16.7K – 10574
2025
Q4 		$16.7K Buy
+719
New +$16.8K ﹤0.01% 7909
2025
Q3 		– Sell
-855
Closed -$18.5K – 10387
2025
Q2 		$18.5K Buy
+855
New +$17.4K ﹤0.01% 8497
2024
Q4 		– Sell
-683
Closed -$14.6K – 9978
2024
Q3 		$14.6K Buy
683
+681
+34,050% +$14.3K ﹤0.01% 7540
2024
Q2 		$42 Sell
2
-1,107
-100% -$22.5K ﹤0.01% 9248
2024
Q1 		$22.7K Buy
1,109
+43
+4% +$864 ﹤0.01% 6872
2023
Q4 		$21.7K Buy
1,066
+945
+781% +$18.9K ﹤0.01% 7056
2023
Q3 		$2.38K Buy
+121
New +$2.41K ﹤0.01% 7716
2023
Q1 		– Sell
-4,933
Closed -$99.4K – 9672
2022
Q4 		$99.4K Buy
4,933
+1,601
+48% +$33.8K ﹤0.01% 6107
2022
Q3 		$70K Buy
3,332
+1,932
+138% +$41.3K ﹤0.01% 6029
2022
Q2 		$30K Sell
1,400
-1,183
-46% -$26.1K ﹤0.01% 6388
2022
Q1 		$61K Buy
2,583
+2,578
+51,560% +$63K ﹤0.01% 6290
2021
Q4 		$0 Sell
5
-7
-58% -$185 ﹤0.01% 10295
2021
Q3 		$0 Buy
+12
New +$303 ﹤0.01% 9590

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
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group's CLSM Position: Q1 2026 in Review

UBS Group sold out of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q1 2026, closing a stake of 719 shares — an estimated $16.7K sold.

UBS Group first reported a position in CLSM in Q3 2021 and held it in 13 quarters. The position peaked at $99.4K in Q4 2022. 15 funds tracked by Wall St. Rank hold CLSM as of Q1 2026.

  • UBS Group reported no remaining Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 719 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q1 2026, an estimated $16.7K.
  • UBS Group first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q3 2021 and held it in 13 quarters.
  • UBS Group's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $99.4K in Q4 2022.
  • 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 UBS Group's 13F filing for Q1 2026, filed 5 May 2026.