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Exchange Listed Fds Tr shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in Exchange Listed Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Exchange Listed Fds Tr by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 252k 23.03
2025-06-30 $4.1M 190k 21.63

More positions owned by CI Private Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for CI Private Wealth

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