IPW
TDSD

Impact Partnership Wealth’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-16,612
Closed -$366K – 1245
2023
Q2 		$366K Buy
+16,612
New +$358K 0.13% 104

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
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Impact Partnership Wealth sold out of Cabana Target Drawdown 13 ETF (TDSD) in Q3 2023, closing a stake of 16,612 shares — an estimated $366K sold.

Impact Partnership Wealth first reported a position in TDSD in Q2 2023 and held it in 1 quarter. The position peaked at $366K in Q2 2023. 10 funds tracked by Wall St. Rank hold TDSD as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Cabana Target Drawdown 13 ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 16,612 Cabana Target Drawdown 13 ETF shares in Q3 2023, an estimated $366K.
  • Impact Partnership Wealth first reported a position in Cabana Target Drawdown 13 ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Cabana Target Drawdown 13 ETF position peaked at $366K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Cabana Target Drawdown 13 ETF as of Q3 2023.

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