Question 1

How many shares of CLSM does AE Wealth Management LLC own?

Accepted Answer

As of 2026-Q2, AE Wealth Management LLC holds 35,216 shares of CLSM (EXCHANGE LISTED FDS TR).

Question 2

What is AE Wealth Management LLC's CLSM position worth?

Accepted Answer

As of 2026-Q2, AE Wealth Management LLC's CLSM position is worth $970,228.

Question 3

Is AE Wealth Management LLC buying or selling CLSM?

Accepted Answer

In 2026-Q2, AE Wealth Management LLC increased their CLSM position (+500.3% change in shares).

Question 4

When did AE Wealth Management LLC first buy CLSM?

Accepted Answer

Based on available 13F filings, AE Wealth Management LLC first reported a position in CLSM in 2024-Q3. They have held the position across 20 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	35,216	+500.3%	$970,228	0.0%	$27.55	40
2026-Q1	Decreased	5,866	-45.0%	$136,296	0.0%	$23.65	0
2025-Q4	Increased	10,673	+7.6%	$248,006	0.0%	$23.42	25
2025-Q3	Decreased	9,923	-0.8%	$228,529	0.0%	$2.84	0
2025-Q2	Decreased	9,999	-4.8%	$216,281	0.0%	$2.66	0
2025-Q1	Decreased	10,500	-6.8%	$219,032	0.0%	$2.57	0
2024-Q4	Decreased	11,270	-11.8%	$229,121	0.0%	$2.53	0
2024-Q3	Decreased	12,782	-43.0%	$272,451	0.0%	$2.57	0