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Regal Investment Advisors’s Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF TDSC Stock Holding History

Regal Investment Advisors’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
2021
Q4 		– Sell
-18,063
Closed – – 559
2021
Q3 		$0 Buy
+18,063
New +$493K ﹤0.01% 550

Other funds holding TDSC

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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Regal Investment Advisors sold out of Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF (TDSC) in Q4 2021, closing a stake of 18,063 shares.

Regal Investment Advisors first reported a position in TDSC in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 13 funds tracked by Wall St. Rank hold TDSC as of Q4 2021.

  • Regal Investment Advisors reported no remaining Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF position as of Q4 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 18,063 Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF shares in Q4 2021.
  • Regal Investment Advisors first reported a position in Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF in Q3 2021 and held it in 1 quarter.
  • Regal Investment Advisors's Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF position peaked at $0 in Q3 2021.
  • 13 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF as of Q4 2021.

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