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

Fiat 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
2023
Q4 		$762K Buy
+32,728
New +$729K 9.64% 4

Other funds holding TDSC

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Fiat Wealth Management's TDSC Position: Q4 2023 in Review

Fiat Wealth Management opened a new position in Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF (TDSC) in Q4 2023: 32,728 shares worth $762K. The stake represents 9.64% of the portfolio and ranks #4 among its holdings.

20 funds tracked by Wall St. Rank hold TDSC as of Q4 2023.

  • Fiat Wealth Management held 32,728 shares of Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF worth $762K as of Q4 2023.
  • Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF was a new Fiat Wealth Management position in Q4 2023.
  • Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF made up 9.64% of Fiat Wealth Management's portfolio in Q4 2023, its #4 holding.
  • 20 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF as of Q4 2023.

Based on Fiat Wealth Management's 13F filing for Q4 2023, filed 3 May 2024.