PlanWiser Financial
TDSC icon

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

PlanWiser Financial’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
2026
Q3 		$409K Buy
+14,581
New +$411K 0.28% 46

Other funds holding TDSC

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Cabana LLC
Cabana LLC Fayetteville, Arkansas $15.6M AUM 18.04% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

PlanWiser Financial's TDSC Position: Q3 2026 in Review

PlanWiser Financial opened a new position in Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF (TDSC) in Q3 2026: 14,581 shares worth $409K. The stake represents 0.28% of the portfolio and ranks #46 among its holdings.

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

  • PlanWiser Financial held 14,581 shares of Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF worth $409K as of Q3 2026.
  • Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF was a new PlanWiser Financial position in Q3 2026.
  • Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF made up 0.28% of PlanWiser Financial's portfolio in Q3 2026, its #46 holding.
  • 10 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF as of Q3 2026.

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