We are live on
!
Find out more
CLSC
Cabana Target Leading Sector Conservative ETF
CLSC
CLSC
Delisted
CLSC was delisted on the 5th of January, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $149M | +$152M | +6,008,899 | New |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $20.8M | +$21.3M | +841,554 | New |
|
| 3 |
SWM
3
Selective Wealth Management
Forest,
Virginia
| $1.89M | +$1.93M | +76,345 | New |
|
| 4 |
AWM
4
AE Wealth Management
Topeka,
Kansas
| $1.66M | +$1.7M | +67,185 | New |
|
| 5 |
OPS
5
Orion Portfolio Solutions
Omaha,
Nebraska
| $1.06M | +$1.08M | +42,728 | New |
|
| 6 |
OMC
6
Old Mission Capital
Chicago,
Illinois
| $1.04M | +$1.07M | +42,075 | New |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $40K | +$41.1K | +1,625 | New |
|
| 8 |
8
Osaic Holdings
Scottsdale,
Arizona
| $1K | +$633 | +25 | New |
|