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Exchange Listed Fds Tr shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Exchange Listed Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Exchange Listed Fds Tr by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $984k 43k 23.03
2024-09-30 $612k 29k 21.32

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

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