Question 1

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

Accepted Answer

As of 2026-Q1, AE Wealth Management LLC holds 5,866 shares of CLSM (EXCHANGE LISTED FDS TR).

Question 2

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

Accepted Answer

As of 2026-Q1, AE Wealth Management LLC's CLSM position is worth $136,296.

Question 3

Is AE Wealth Management LLC buying or selling CLSM?

Accepted Answer

In 2026-Q1, AE Wealth Management LLC decreased their CLSM position (-45.0% 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 2026-Q1. They have held the position across 16 quarters.