AWM
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Accurate Wealth Management’s Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF TDSC Stock Holding History

Accurate Wealth Management’s Portfolio TDSC Stock Details TDSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,587
Closed -$239K – 529
2025
Q3 		$239K Buy
+9,587
New +$237K 0.03% 443

Other funds holding TDSC

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Accurate Wealth Management's TDSC Position: Q4 2025 in Review

Accurate Wealth Management sold out of Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF (TDSC) in Q4 2025, closing a stake of 9,587 shares — an estimated $239K sold.

Accurate Wealth Management first reported a position in TDSC in Q3 2025 and held it in 1 quarter. The position peaked at $239K in Q3 2025. 17 funds tracked by Wall St. Rank hold TDSC as of Q4 2025.

  • Accurate Wealth Management reported no remaining Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF position as of Q4 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 9,587 Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF shares in Q4 2025, an estimated $239K.
  • Accurate Wealth Management first reported a position in Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF in Q3 2025 and held it in 1 quarter.
  • Accurate Wealth Management's Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF position peaked at $239K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF as of Q4 2025.

Based on Accurate Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.