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Exchange Listed Fds Tr shares owned by Avaii Wealth Management

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

Historical chart of Avaii 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 Avaii 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 Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $388k 17k 23.03
2025-06-30 $365k 17k 21.63
2024-12-31 $338k 17k 20.33
2024-03-31 $341k 17k 20.50

More positions owned by Avaii Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
First Tr Exchange Traded Nasd Tech Div (TDIV)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Fidelity Wise Origin Bitcoin SHS (FBTC)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr Ishares Semicdtr (SOXX)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Chevron Corporation (CVX)
Eaton Corp SHS (ETN)

View all positions for Avaii Wealth Management

Top funds holding Exchange Listed Fds Tr

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

View all funds holding Exchange Listed Fds Tr