PlanWiser Financial’s Exchange Listed Funds Trust ETC Cabana Target Beta ETF TDSB Stock Holding History

PlanWiser Financial’s Portfolio TDSB Stock Details TDSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$360K	Buy	+14,749	New	+$365K	0.24%	47

Other funds holding TDSB

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Cabana LLC Fayetteville, Arkansas $15.6M AUM 18.04% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PlanWiser Financial's TDSB Position: Q3 2026 in Review

PlanWiser Financial opened a new position in Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) in Q3 2026: 14,749 shares worth $360K. The stake represents 0.24% of the portfolio and ranks #47 among its holdings.

10 funds tracked by Wall St. Rank hold TDSB as of Q3 2026.

PlanWiser Financial held 14,749 shares of Exchange Listed Funds Trust ETC Cabana Target Beta ETF worth $360K as of Q3 2026.
Exchange Listed Funds Trust ETC Cabana Target Beta ETF was a new PlanWiser Financial position in Q3 2026.
Exchange Listed Funds Trust ETC Cabana Target Beta ETF made up 0.24% of PlanWiser Financial's portfolio in Q3 2026, its #47 holding.
10 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Beta ETF as of Q3 2026.

Based on PlanWiser Financial's 13F filing for Q3 2026, filed 12 Nov 2026.