Osaic Holdings
TDSC icon

Osaic Holdings’s Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF TDSC Stock Holding History

Osaic Holdings’s Portfolio TDSC Stock Details TDSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-222
Closed -$6K – 7491
2021
Q4 		$6K Sell
222
-1,639
-88% -$45.5K ﹤0.01% 6564
2021
Q3 		$50K Buy
+1,861
New +$50.8K ﹤0.01% 5110

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GM
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIM
Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings's TDSC Position: Q1 2022 in Review

Osaic Holdings sold out of Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF (TDSC) in Q1 2022, closing a stake of 222 shares — an estimated $6K sold.

Osaic Holdings first reported a position in TDSC in Q3 2021 and held it in 2 quarters. The position peaked at $50K in Q3 2021. 9 funds tracked by Wall St. Rank hold TDSC as of Q1 2022.

  • Osaic Holdings reported no remaining Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF position as of Q1 2022 after selling out during the quarter.
  • Osaic Holdings sold 222 Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF shares in Q1 2022, an estimated $6K.
  • Osaic Holdings first reported a position in Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF in Q3 2021 and held it in 2 quarters.
  • Osaic Holdings's Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF position peaked at $50K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF as of Q1 2022.

Based on Osaic Holdings's 13F filing for Q1 2022, filed 4 May 2022.