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Exchange Listed Fds Tr shares owned by Aegis Wealth Management

Quarter-by-quarter ownership of Exchange Listed Fds Tr (CLSM) shares owned by Aegis Wealth Management from 13F filings

Historical chart of Aegis Wealth Management investment in Exchange Listed Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Exchange Listed Fds Tr held by Aegis Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exchange Listed Fds Tr by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $727k 31k 23.24

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Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Eli Lilly & Co. (LLY)
Aim Etf Products Trust Allianzim Us Equ (DECU)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Lowe's Companies (LOW)
O'reilly Automotive (ORLY)
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Simplify Exchange Traded Fun Short Term Trea (TUA)

View all positions for Aegis Wealth Management

Top funds holding Exchange Listed Fds Tr

Foundations Investment Advisors
GeoWealth Management
CI Private Wealth
Aegis Wealth Management
Triad Wealth Partners
Citadel Advisors
Mutual Advisors
Avaii Wealth Management
AE Wealth Management
Assetmark
Harbour Investments
UBS Group
Northwestern Mutual Wealth Management Company
AdvisorNet Financial
Beacon Capital Management

View all funds holding Exchange Listed Fds Tr