LPL Financial’s Cabana Target Drawdown 16 ETF TDSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,884
Closed -$299K 5080
2023
Q4
$299K Buy
12,884
+138
+1% +$3.06K ﹤0.01% 4088
2023
Q3
$275K Hold
12,746
﹤0.01% 3993
2023
Q2
$284K Buy
+12,746
New +$280K ﹤0.01% 3896

LPL Financial's TDSE Position: Q1 2024 in Review

LPL Financial sold out of Cabana Target Drawdown 16 ETF (TDSE) in Q1 2024, closing a stake of 12,884 shares — an estimated $299K sold.

LPL Financial first reported a position in TDSE in Q2 2023 and held it in 3 quarters. The position peaked at $299K in Q4 2023. 0 funds tracked by Wall St. Rank hold TDSE as of Q1 2024.

  • LPL Financial reported no remaining Cabana Target Drawdown 16 ETF position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 12,884 Cabana Target Drawdown 16 ETF shares in Q1 2024, an estimated $299K.
  • LPL Financial first reported a position in Cabana Target Drawdown 16 ETF in Q2 2023 and held it in 3 quarters.
  • LPL Financial's Cabana Target Drawdown 16 ETF position peaked at $299K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Cabana Target Drawdown 16 ETF as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.