OPS
TDSA

Orion Portfolio Solutions’s Cabana Target Drawdown 5 ETF TDSA Stock Holding History

Orion Portfolio Solutions’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
2021
Q4 		– Sell
-101,755
Closed -$2.58M – 724
2021
Q3 		$2.58M Buy
+101,755
New +$2.63M 0.1% 131

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's TDSA Position: Q4 2021 in Review

Orion Portfolio Solutions sold out of Cabana Target Drawdown 5 ETF (TDSA) in Q4 2021, closing a stake of 101,755 shares — an estimated $2.58M sold.

Orion Portfolio Solutions first reported a position in TDSA in Q3 2021 and held it in 1 quarter. The position peaked at $2.58M in Q3 2021. 4 funds tracked by Wall St. Rank hold TDSA as of Q4 2021.

  • Orion Portfolio Solutions reported no remaining Cabana Target Drawdown 5 ETF position as of Q4 2021 after selling out during the quarter.
  • Orion Portfolio Solutions sold 101,755 Cabana Target Drawdown 5 ETF shares in Q4 2021, an estimated $2.58M.
  • Orion Portfolio Solutions first reported a position in Cabana Target Drawdown 5 ETF in Q3 2021 and held it in 1 quarter.
  • Orion Portfolio Solutions's Cabana Target Drawdown 5 ETF position peaked at $2.58M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Cabana Target Drawdown 5 ETF as of Q4 2021.

Based on Orion Portfolio Solutions's 13F filing for Q4 2021, filed 9 Feb 2022.