IPW
TDSB icon

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

Impact Partnership Wealth’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
2023
Q3 		– Sell
-4,314
Closed -$91K – 1197
2023
Q2 		$91K Buy
+4,314
New +$90.9K 0.03% 197

Other funds holding TDSB

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
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Impact Partnership Wealth sold out of Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) in Q3 2023, closing a stake of 4,314 shares — an estimated $91K sold.

Impact Partnership Wealth first reported a position in TDSB in Q2 2023 and held it in 1 quarter. The position peaked at $91K in Q2 2023. 13 funds tracked by Wall St. Rank hold TDSB as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Exchange Listed Funds Trust ETC Cabana Target Beta ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 4,314 Exchange Listed Funds Trust ETC Cabana Target Beta ETF shares in Q3 2023, an estimated $91K.
  • Impact Partnership Wealth first reported a position in Exchange Listed Funds Trust ETC Cabana Target Beta ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Exchange Listed Funds Trust ETC Cabana Target Beta ETF position peaked at $91K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Beta ETF as of Q3 2023.

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