SS
TDSD

Simplicity Solutions’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-381,364
Closed -$9.5M – 1020
2020
Q4 		$9.5M Sell
381,364
-33,697
-8% -$834K 0.14% 152
2020
Q3 		$10.2M Buy
+415,061
New +$10.1M 0.19% 107

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's TDSD Position: Q1 2021 in Review

Simplicity Solutions sold out of Cabana Target Drawdown 13 ETF (TDSD) in Q1 2021, closing a stake of 381,364 shares — an estimated $9.5M sold.

Simplicity Solutions first reported a position in TDSD in Q3 2020 and held it in 2 quarters. The position peaked at $10.2M in Q3 2020. 6 funds tracked by Wall St. Rank hold TDSD as of Q1 2021.

  • Simplicity Solutions reported no remaining Cabana Target Drawdown 13 ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 381,364 Cabana Target Drawdown 13 ETF shares in Q1 2021, an estimated $9.5M.
  • Simplicity Solutions first reported a position in Cabana Target Drawdown 13 ETF in Q3 2020 and held it in 2 quarters.
  • Simplicity Solutions's Cabana Target Drawdown 13 ETF position peaked at $10.2M in Q3 2020.
  • 6 funds tracked by Wall St. Rank held Cabana Target Drawdown 13 ETF as of Q1 2021.

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