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Simplicity Solutions’s Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF TDSC Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-540,982
Closed -$13.3M – 922
2020
Q4 		$13.3M Buy
540,982
+67,617
+14% +$1.66M 0.2% 110
2020
Q3 		$11.6M Buy
+473,365
New +$11.5M 0.21% 94

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's TDSC Position: Q1 2021 in Review

Simplicity Solutions sold out of Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF (TDSC) in Q1 2021, closing a stake of 540,982 shares — an estimated $13.3M sold.

Simplicity Solutions first reported a position in TDSC in Q3 2020 and held it in 2 quarters. The position peaked at $13.3M in Q4 2020. 6 funds tracked by Wall St. Rank hold TDSC as of Q1 2021.

  • Simplicity Solutions reported no remaining Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 540,982 Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF shares in Q1 2021, an estimated $13.3M.
  • Simplicity Solutions first reported a position in Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF in Q3 2020 and held it in 2 quarters.
  • Simplicity Solutions's Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF position peaked at $13.3M in Q4 2020.
  • 6 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF as of Q1 2021.

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