MA
TDSA

Mutual Advisors’s Cabana Target Drawdown 5 ETF TDSA Stock Holding History

Mutual Advisors’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
Q2 		– Sell
-10,425
Closed -$217K – 1083
2023
Q1 		$217K Sell
10,425
-12,374
-54% -$261K 0.01% 896
2022
Q4 		$487K Sell
22,799
-19,390
-46% -$421K 0.02% 596
2022
Q3 		$911K Buy
+42,189
New +$923K 0.05% 391

Other funds holding TDSA

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $810M AUM 13.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Mutual Advisors's TDSA Position: Q2 2023 in Review

Mutual Advisors sold out of Cabana Target Drawdown 5 ETF (TDSA) in Q2 2023, closing a stake of 10,425 shares — an estimated $217K sold.

Mutual Advisors first reported a position in TDSA in Q3 2022 and held it in 3 quarters. The position peaked at $911K in Q3 2022. 8 funds tracked by Wall St. Rank hold TDSA as of Q2 2023.

  • Mutual Advisors reported no remaining Cabana Target Drawdown 5 ETF position as of Q2 2023 after selling out during the quarter.
  • Mutual Advisors sold 10,425 Cabana Target Drawdown 5 ETF shares in Q2 2023, an estimated $217K.
  • Mutual Advisors first reported a position in Cabana Target Drawdown 5 ETF in Q3 2022 and held it in 3 quarters.
  • Mutual Advisors's Cabana Target Drawdown 5 ETF position peaked at $911K in Q3 2022.
  • 8 funds tracked by Wall St. Rank held Cabana Target Drawdown 5 ETF as of Q2 2023.

Based on Mutual Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.