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BSW Wealth Partners’s Exchange Listed Funds Trust ETC Cabana Target Beta ETF TDSB Stock Holding History

BSW Wealth Partners’s Portfolio TDSB Stock Details TDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-139,000
Closed -$139K – 340
2025
Q4 		$139K Buy
+139,000
New +$3.33M 0.02% 317

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GS
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SAW
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GM
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWMI
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BSW Wealth Partners's TDSB Position: Q1 2026 in Review

BSW Wealth Partners sold out of Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) in Q1 2026, closing a stake of 139,000 shares — an estimated $139K sold.

BSW Wealth Partners first reported a position in TDSB in Q4 2025 and held it in 1 quarter. The position peaked at $139K in Q4 2025. 14 funds tracked by Wall St. Rank hold TDSB as of Q1 2026.

  • BSW Wealth Partners reported no remaining Exchange Listed Funds Trust ETC Cabana Target Beta ETF position as of Q1 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 139,000 Exchange Listed Funds Trust ETC Cabana Target Beta ETF shares in Q1 2026, an estimated $139K.
  • BSW Wealth Partners first reported a position in Exchange Listed Funds Trust ETC Cabana Target Beta ETF in Q4 2025 and held it in 1 quarter.
  • BSW Wealth Partners's Exchange Listed Funds Trust ETC Cabana Target Beta ETF position peaked at $139K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Beta ETF as of Q1 2026.

Based on BSW Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.