AE Wealth Management LLC
Position in CLSM — ETC Cabana Target Leading Sector Moderate ETF
CIK 1697723
TOPEKA, KS
All Filings in CLSM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CLSM | $136,296 | 5,866 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 CLSM | $248,008 | 10,673 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 CLSM | $228,526 | 9,923 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 CLSM | $216,278 | 9,999 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 CLSM | $219,030 | 10,500 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 CLSM | $229,119 | 11,270 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 CLSM | $272,448 | 12,782 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 CLSM | $468,540 | 22,444 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 CLSM | $927,584 | 45,248 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 CLSM | $5,320,210 | 261,089 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 CLSM | $2,751,962 | 140,049 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 CLSM | $4,052,755 | 199,840 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 CLSM | $2,088,628 | 103,654 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 CLSM | $550,462 | 27,325 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 CLSM | $597,565 | 28,396 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 CLSM | $865,997 | 40,640 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 CLSM | $1,180,360 | 43,604 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 CLSM | $6,282,882 | 255,215 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||