MA
TDSD

Mutual Advisors’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History

Mutual Advisors’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
-16,073
Closed -$354K – 1066
2023
Q2 		$354K Sell
16,073
-1,072
-6% -$23.1K 0.01% 748
2023
Q1 		$366K Buy
17,145
+85
+0.5% +$1.82K 0.02% 721
2022
Q4 		$360K Sell
17,060
-2,492
-13% -$54.6K 0.02% 692
2022
Q3 		$427K Buy
+19,552
New +$434K 0.02% 610
2021
Q1 		– Sell
-14,181
Closed -$353K – 836
2020
Q4 		$353K Buy
+14,181
New +$351K 0.03% 561

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

Mutual Advisors's TDSD Position: Q3 2023 in Review

Mutual Advisors sold out of Cabana Target Drawdown 13 ETF (TDSD) in Q3 2023, closing a stake of 16,073 shares — an estimated $354K sold.

Mutual Advisors first reported a position in TDSD in Q4 2020 and held it in 5 quarters. The position peaked at $427K in Q3 2022. 10 funds tracked by Wall St. Rank hold TDSD as of Q3 2023.

  • Mutual Advisors reported no remaining Cabana Target Drawdown 13 ETF position as of Q3 2023 after selling out during the quarter.
  • Mutual Advisors sold 16,073 Cabana Target Drawdown 13 ETF shares in Q3 2023, an estimated $354K.
  • Mutual Advisors first reported a position in Cabana Target Drawdown 13 ETF in Q4 2020 and held it in 5 quarters.
  • Mutual Advisors's Cabana Target Drawdown 13 ETF position peaked at $427K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held Cabana Target Drawdown 13 ETF as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.