PG
TDSA

Prostatis Group’s Cabana Target Drawdown 5 ETF TDSA Stock Holding History

Prostatis Group’s Portfolio TDSA Stock Details TDSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,202
Closed -$218K – 122
2022
Q4 		$218K Buy
+10,202
New +$221K 0.13% 93

Other funds holding TDSA

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prostatis Group's TDSA Position: Q1 2023 in Review

Prostatis Group sold out of Cabana Target Drawdown 5 ETF (TDSA) in Q1 2023, closing a stake of 10,202 shares — an estimated $218K sold.

Prostatis Group first reported a position in TDSA in Q4 2022 and held it in 1 quarter. The position peaked at $218K in Q4 2022. 7 funds tracked by Wall St. Rank hold TDSA as of Q1 2023.

  • Prostatis Group reported no remaining Cabana Target Drawdown 5 ETF position as of Q1 2023 after selling out during the quarter.
  • Prostatis Group sold 10,202 Cabana Target Drawdown 5 ETF shares in Q1 2023, an estimated $218K.
  • Prostatis Group first reported a position in Cabana Target Drawdown 5 ETF in Q4 2022 and held it in 1 quarter.
  • Prostatis Group's Cabana Target Drawdown 5 ETF position peaked at $218K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Cabana Target Drawdown 5 ETF as of Q1 2023.

Based on Prostatis Group's 13F filing for Q1 2023, filed 22 May 2023.