LPL Financial
TDSD

LPL Financial’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History

LPL Financial’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
Q4 		– Sell
-18,521
Closed -$405K – 4599
2022
Q3 		$405K Sell
18,521
-7,537
-29% -$167K ﹤0.01% 3341
2022
Q2 		$574K Buy
+26,058
New +$602K ﹤0.01% 3086

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

LPL Financial's TDSD Position: Q4 2022 in Review

LPL Financial sold out of Cabana Target Drawdown 13 ETF (TDSD) in Q4 2022, closing a stake of 18,521 shares — an estimated $405K sold.

LPL Financial first reported a position in TDSD in Q2 2022 and held it in 2 quarters. The position peaked at $574K in Q2 2022. 11 funds tracked by Wall St. Rank hold TDSD as of Q4 2022.

  • LPL Financial reported no remaining Cabana Target Drawdown 13 ETF position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 18,521 Cabana Target Drawdown 13 ETF shares in Q4 2022, an estimated $405K.
  • LPL Financial first reported a position in Cabana Target Drawdown 13 ETF in Q2 2022 and held it in 2 quarters.
  • LPL Financial's Cabana Target Drawdown 13 ETF position peaked at $574K in Q2 2022.
  • 11 funds tracked by Wall St. Rank held Cabana Target Drawdown 13 ETF as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.