Osaic Holdings
TDSE

Osaic Holdings’s Cabana Target Drawdown 16 ETF TDSE Stock Holding History

Osaic Holdings’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
Q3 		– Sell
-7,296
Closed -$165K – 7607
2022
Q2 		$165K Buy
+7,296
New +$173K ﹤0.01% 3972

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Osaic Holdings's TDSE Position: Q3 2022 in Review

Osaic Holdings sold out of Cabana Target Drawdown 16 ETF (TDSE) in Q3 2022, closing a stake of 7,296 shares — an estimated $165K sold.

Osaic Holdings first reported a position in TDSE in Q2 2022 and held it in 1 quarter. The position peaked at $165K in Q2 2022. 9 funds tracked by Wall St. Rank hold TDSE as of Q3 2022.

  • Osaic Holdings reported no remaining Cabana Target Drawdown 16 ETF position as of Q3 2022 after selling out during the quarter.
  • Osaic Holdings sold 7,296 Cabana Target Drawdown 16 ETF shares in Q3 2022, an estimated $165K.
  • Osaic Holdings first reported a position in Cabana Target Drawdown 16 ETF in Q2 2022 and held it in 1 quarter.
  • Osaic Holdings's Cabana Target Drawdown 16 ETF position peaked at $165K in Q2 2022.
  • 9 funds tracked by Wall St. Rank held Cabana Target Drawdown 16 ETF as of Q3 2022.

Based on Osaic Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.