Carson Wealth (CWM LLC)
TDSD

Carson Wealth (CWM LLC)’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History

Carson Wealth (CWM LLC)’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
2022
Q1 		– Sell
-9,819
Closed -$287K – 3962
2021
Q4 		$287K Buy
+9,819
New +$286K ﹤0.01% 892

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIM
Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TDSD Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Cabana Target Drawdown 13 ETF (TDSD) in Q1 2022, closing a stake of 9,819 shares — an estimated $287K sold.

Carson Wealth (CWM LLC) first reported a position in TDSD in Q4 2021 and held it in 1 quarter. The position peaked at $287K in Q4 2021. 11 funds tracked by Wall St. Rank hold TDSD as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Cabana Target Drawdown 13 ETF position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 9,819 Cabana Target Drawdown 13 ETF shares in Q1 2022, an estimated $287K.
  • Carson Wealth (CWM LLC) first reported a position in Cabana Target Drawdown 13 ETF in Q4 2021 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Cabana Target Drawdown 13 ETF position peaked at $287K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Cabana Target Drawdown 13 ETF as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.