SS
TDSB icon

Simplicity Solutions’s Exchange Listed Funds Trust ETC Cabana Target Beta ETF TDSB Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-23,889
Closed -$583K – 921
2020
Q4 		$583K Sell
23,889
-6,144
-20% -$150K 0.01% 664
2020
Q3 		$736K Buy
+30,033
New +$733K 0.01% 561

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's TDSB Position: Q1 2021 in Review

Simplicity Solutions sold out of Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) in Q1 2021, closing a stake of 23,889 shares — an estimated $583K sold.

Simplicity Solutions first reported a position in TDSB in Q3 2020 and held it in 2 quarters. The position peaked at $736K in Q3 2020. 6 funds tracked by Wall St. Rank hold TDSB as of Q1 2021.

  • Simplicity Solutions reported no remaining Exchange Listed Funds Trust ETC Cabana Target Beta ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 23,889 Exchange Listed Funds Trust ETC Cabana Target Beta ETF shares in Q1 2021, an estimated $583K.
  • Simplicity Solutions first reported a position in Exchange Listed Funds Trust ETC Cabana Target Beta ETF in Q3 2020 and held it in 2 quarters.
  • Simplicity Solutions's Exchange Listed Funds Trust ETC Cabana Target Beta ETF position peaked at $736K in Q3 2020.
  • 6 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Beta ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.