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Selective Wealth Management’s Exchange Listed Funds Trust ETC Cabana Target Beta ETF TDSB Stock Holding History

Selective Wealth Management’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
2025
Q1 		– Sell
-18,463
Closed -$399K – 109
2024
Q4 		$399K Sell
18,463
-12,096
-40% -$272K 0.16% 62
2024
Q3 		$690K Sell
30,559
-1,219
-4% -$27.4K 0.29% 48
2024
Q2 		$700K Sell
31,778
-3,744
-11% -$81.8K 0.31% 44
2024
Q1 		$773K Sell
35,522
-1,869
-5% -$40.5K 0.34% 42
2023
Q4 		$805K Sell
37,391
-17,158
-31% -$361K 0.41% 34
2023
Q3 		$1.13M Sell
54,549
-7,742
-12% -$162K 0.62% 27
2023
Q2 		$1.3M Buy
+62,291
New +$1.31M 0.65% 25
2022
Q4 		$2.52M Sell
117,853
-51,020
-30% -$1.11M 1.33% 22
2022
Q3 		$3.64M Sell
168,873
-51,341
-23% -$1.12M 1.56% 20
2022
Q2 		$4.81M Sell
220,214
-34,154
-13% -$773K 1.71% 18
2022
Q1 		$6.16M Sell
254,368
-12,115
-5% -$296K 2.23% 14
2021
Q4 		$6.93M Buy
266,483
+86,385
+48% +$2.26M 2.83% 12
2021
Q3 		$4.59M Buy
+180,098
New +$4.69M 2.43% 12

Other funds holding TDSB

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Selective Wealth Management's TDSB Position: Q1 2025 in Review

Selective Wealth Management sold out of Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) in Q1 2025, closing a stake of 18,463 shares — an estimated $399K sold.

Selective Wealth Management first reported a position in TDSB in Q3 2021 and held it in 13 quarters. The position peaked at $6.93M in Q4 2021. 9 funds tracked by Wall St. Rank hold TDSB as of Q1 2025.

  • Selective Wealth Management reported no remaining Exchange Listed Funds Trust ETC Cabana Target Beta ETF position as of Q1 2025 after selling out during the quarter.
  • Selective Wealth Management sold 18,463 Exchange Listed Funds Trust ETC Cabana Target Beta ETF shares in Q1 2025, an estimated $399K.
  • Selective Wealth Management first reported a position in Exchange Listed Funds Trust ETC Cabana Target Beta ETF in Q3 2021 and held it in 13 quarters.
  • Selective Wealth Management's Exchange Listed Funds Trust ETC Cabana Target Beta ETF position peaked at $6.93M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Beta ETF as of Q1 2025.

Based on Selective Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.