AWM
TDSD

Avaii Wealth Management’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History

Avaii Wealth Management’s Portfolio TDSD Stock Details TDSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,464
Closed -$221K – 138
2022
Q4 		$221K Sell
10,464
-1,355
-11% -$29.7K 0.2% 113
2022
Q3 		$258K Buy
11,819
+571
+5% +$12.7K 0.27% 89
2022
Q2 		$248K Sell
11,248
-12
-0.1% -$277 0.27% 87
2022
Q1 		$287K Buy
11,260
+903
+9% +$23.5K 0.27% 77
2021
Q4 		$302K Buy
+10,357
New +$301K 0.3% 76

Other funds holding TDSD

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Avaii Wealth Management's TDSD Position: Q1 2023 in Review

Avaii Wealth Management sold out of Cabana Target Drawdown 13 ETF (TDSD) in Q1 2023, closing a stake of 10,464 shares — an estimated $221K sold.

Avaii Wealth Management first reported a position in TDSD in Q4 2021 and held it in 5 quarters. The position peaked at $302K in Q4 2021. 9 funds tracked by Wall St. Rank hold TDSD as of Q1 2023.

  • Avaii Wealth Management reported no remaining Cabana Target Drawdown 13 ETF position as of Q1 2023 after selling out during the quarter.
  • Avaii Wealth Management sold 10,464 Cabana Target Drawdown 13 ETF shares in Q1 2023, an estimated $221K.
  • Avaii Wealth Management first reported a position in Cabana Target Drawdown 13 ETF in Q4 2021 and held it in 5 quarters.
  • Avaii Wealth Management's Cabana Target Drawdown 13 ETF position peaked at $302K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Cabana Target Drawdown 13 ETF as of Q1 2023.

Based on Avaii Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.