Foundations Investment Advisors, LLC
EndowmentPosition in CLSM — ETC Cabana Target Leading Sector Moderate ETF
CIK 1743404
PHOENIX, AZ
All Filings in CLSM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CLSM | $54,621,581 | 2,350,832 | Shares | Other | 2026-05-11 | |
| 2025-12-31 CLSM | $60,496,227 | 2,603,444 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 CLSM | $68,443,317 | 2,971,920 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 CLSM | $74,236,020 | 3,432,086 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 CLSM | $81,403,250 | 3,902,361 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 CLSM | $87,000,791 | 4,279,429 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 CLSM | $100,705,573 | 4,724,634 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 CLSM | $115,600,536 | 5,537,485 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 CLSM | $133,835,049 | 6,528,539 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 CLSM | $153,508,010 | 7,533,396 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 CLSM | $81,480,631 | 4,146,597 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 CLSM | $105,731,544 | 5,213,587 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 CLSM | $29,211,455 | 1,449,700 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 CLSM | $21,450,355 | 1,064,798 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 CLSM | $24,869,336 | 1,181,778 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 CLSM | $43,384,420 | 2,035,967 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 CLSM | $54,182,970 | 2,283,311 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 CLSM | $61,223,217 | 2,261,663 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 CLSM | $201,838,427 | 8,198,815 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||