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Regal Investment Advisors’s Exchange Listed Funds Trust ETC Cabana Target Beta ETF TDSB Stock Holding History

Regal Investment Advisors’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
2021
Q4 		– Sell
-15,589
Closed – – 558
2021
Q3 		$0 Buy
+15,589
New +$406K ﹤0.01% 549

Other funds holding TDSB

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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's TDSB Position: Q4 2021 in Review

Regal Investment Advisors sold out of Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) in Q4 2021, closing a stake of 15,589 shares.

Regal Investment Advisors first reported a position in TDSB in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 10 funds tracked by Wall St. Rank hold TDSB as of Q4 2021.

  • Regal Investment Advisors reported no remaining Exchange Listed Funds Trust ETC Cabana Target Beta ETF position as of Q4 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 15,589 Exchange Listed Funds Trust ETC Cabana Target Beta ETF shares in Q4 2021.
  • Regal Investment Advisors first reported a position in Exchange Listed Funds Trust ETC Cabana Target Beta ETF in Q3 2021 and held it in 1 quarter.
  • Regal Investment Advisors's Exchange Listed Funds Trust ETC Cabana Target Beta ETF position peaked at $0 in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Beta ETF as of Q4 2021.

Based on Regal Investment Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.