CLSE — TRUST FOR PROFESSIONAL MANAG

Ownership history in Tactive Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Tactive Advisors, LLC reported a position in TRUST FOR PROFESSIONAL MANAG (CLSE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.79% (2025 Q4)
Avg. % of fund
1.03%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 222,982 -8,640 -3.7% 1.79% $6.1M $27.33
2025 Q3 ADDED 231,622 +190,657 +465.4% 1.71% $6.0M $25.79
2025 Q2 ADDED 40,965 +12,146 +42.1% 0.31% $957K $23.15
2024 Q1 INITIATED 28,819 — — 0.31% $589K —
% of Fund (quarterly)    CLSE price (monthly, adj. close)

Other funds also holding CLSE

As of 2025 Q4 — sorted by position size

COTTONWOOD CAPITAL ADVISORS, LLC 3Y 6.61% Riverwater Partners LLC 3Y 5.46% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.91% Elyxium Wealth, LLC 0.83% Cannon Wealth Management Services, LLC 0.64% Accurate Wealth Management, LLC 3Y 0.55% RPS ADVISORY SOLUTIONS LLC 0.48% GENESIS PRIVATE WEALTH, LLC 0.34% Empirical Asset Management, LLC 3Y 0.33% Operose Advisors LLC 3Y 0.23%
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