SWM
TDSD

Selective Wealth Management’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History

Selective Wealth Management’s Portfolio TDSD Stock Details TDSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,226
Closed -$114K – 778
2022
Q3 		$114K Sell
5,226
-10,722
-67% -$238K 0.05% 190
2022
Q2 		$351K Sell
15,948
-34
-0.2% -$786 0.12% 99
2022
Q1 		$408K Sell
15,982
-3,771
-19% -$98.2K 0.15% 77
2021
Q4 		$576K Buy
19,753
+416
+2% +$12.1K 0.24% 53
2021
Q3 		$539K Buy
+19,337
New +$550K 0.29% 42

Other funds holding TDSD

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Selective Wealth Management's TDSD Position: Q4 2022 in Review

Selective Wealth Management sold out of Cabana Target Drawdown 13 ETF (TDSD) in Q4 2022, closing a stake of 5,226 shares — an estimated $114K sold.

Selective Wealth Management first reported a position in TDSD in Q3 2021 and held it in 5 quarters. The position peaked at $576K in Q4 2021. 11 funds tracked by Wall St. Rank hold TDSD as of Q4 2022.

  • Selective Wealth Management reported no remaining Cabana Target Drawdown 13 ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 5,226 Cabana Target Drawdown 13 ETF shares in Q4 2022, an estimated $114K.
  • Selective Wealth Management first reported a position in Cabana Target Drawdown 13 ETF in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Cabana Target Drawdown 13 ETF position peaked at $576K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Cabana Target Drawdown 13 ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.