OPS
TDSE

Orion Portfolio Solutions’s Cabana Target Drawdown 16 ETF TDSE Stock Holding History

Orion Portfolio Solutions’s Portfolio TDSE Stock Details TDSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,282
Closed -$337K – 769
2021
Q4 		$337K Sell
11,282
-13,244
-54% -$393K 0.01% 542
2021
Q3 		$689K Buy
+24,526
New +$706K 0.03% 327

Other funds holding TDSE

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
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's TDSE Position: Q1 2022 in Review

Orion Portfolio Solutions sold out of Cabana Target Drawdown 16 ETF (TDSE) in Q1 2022, closing a stake of 11,282 shares — an estimated $337K sold.

Orion Portfolio Solutions first reported a position in TDSE in Q3 2021 and held it in 2 quarters. The position peaked at $689K in Q3 2021. 7 funds tracked by Wall St. Rank hold TDSE as of Q1 2022.

  • Orion Portfolio Solutions reported no remaining Cabana Target Drawdown 16 ETF position as of Q1 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 11,282 Cabana Target Drawdown 16 ETF shares in Q1 2022, an estimated $337K.
  • Orion Portfolio Solutions first reported a position in Cabana Target Drawdown 16 ETF in Q3 2021 and held it in 2 quarters.
  • Orion Portfolio Solutions's Cabana Target Drawdown 16 ETF position peaked at $689K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Cabana Target Drawdown 16 ETF as of Q1 2022.

Based on Orion Portfolio Solutions's 13F filing for Q1 2022, filed 19 May 2022.