APW
TDSD

Axim Planning & Wealth’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-10,698
Closed -$229K – 33
2023
Q3 		$229K Buy
+10,698
New +$233K 0.2% 21

Other funds holding TDSD

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
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axim Planning & Wealth's TDSD Position: Q4 2023 in Review

Axim Planning & Wealth sold out of Cabana Target Drawdown 13 ETF (TDSD) in Q4 2023, closing a stake of 10,698 shares — an estimated $229K sold.

Axim Planning & Wealth first reported a position in TDSD in Q3 2023 and held it in 1 quarter. The position peaked at $229K in Q3 2023. 9 funds tracked by Wall St. Rank hold TDSD as of Q4 2023.

  • Axim Planning & Wealth reported no remaining Cabana Target Drawdown 13 ETF position as of Q4 2023 after selling out during the quarter.
  • Axim Planning & Wealth sold 10,698 Cabana Target Drawdown 13 ETF shares in Q4 2023, an estimated $229K.
  • Axim Planning & Wealth first reported a position in Cabana Target Drawdown 13 ETF in Q3 2023 and held it in 1 quarter.
  • Axim Planning & Wealth's Cabana Target Drawdown 13 ETF position peaked at $229K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Cabana Target Drawdown 13 ETF as of Q4 2023.

Based on Axim Planning & Wealth's 13F filing for Q4 2023, filed 25 Jan 2024.