IPW
TDSA

Impact Partnership Wealth’s Cabana Target Drawdown 5 ETF TDSA Stock Holding History

Impact Partnership Wealth’s Portfolio TDSA Stock Details TDSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,152
Closed -$24K – 1251
2023
Q2 		$24K Buy
+1,152
New +$24K 0.01% 319

Other funds holding TDSA

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Impact Partnership Wealth's TDSA Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Cabana Target Drawdown 5 ETF (TDSA) in Q3 2023, closing a stake of 1,152 shares — an estimated $24K sold.

Impact Partnership Wealth first reported a position in TDSA in Q2 2023 and held it in 1 quarter. The position peaked at $24K in Q2 2023. 7 funds tracked by Wall St. Rank hold TDSA as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Cabana Target Drawdown 5 ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,152 Cabana Target Drawdown 5 ETF shares in Q3 2023, an estimated $24K.
  • Impact Partnership Wealth first reported a position in Cabana Target Drawdown 5 ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Cabana Target Drawdown 5 ETF position peaked at $24K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Cabana Target Drawdown 5 ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.