SS
TDSE

Simplicity Solutions’s Cabana Target Drawdown 16 ETF TDSE Stock Holding History

Simplicity Solutions’s Portfolio TDSE Stock Details TDSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-188,701
Closed -$4.67M – 1021
2020
Q4 		$4.67M Sell
188,701
-22,867
-11% -$565K 0.07% 238
2020
Q3 		$5.2M Buy
+211,568
New +$5.16M 0.1% 187

Other funds holding TDSE

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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's TDSE Position: Q1 2021 in Review

Simplicity Solutions sold out of Cabana Target Drawdown 16 ETF (TDSE) in Q1 2021, closing a stake of 188,701 shares — an estimated $4.67M sold.

Simplicity Solutions first reported a position in TDSE in Q3 2020 and held it in 2 quarters. The position peaked at $5.2M in Q3 2020. 6 funds tracked by Wall St. Rank hold TDSE as of Q1 2021.

  • Simplicity Solutions reported no remaining Cabana Target Drawdown 16 ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 188,701 Cabana Target Drawdown 16 ETF shares in Q1 2021, an estimated $4.67M.
  • Simplicity Solutions first reported a position in Cabana Target Drawdown 16 ETF in Q3 2020 and held it in 2 quarters.
  • Simplicity Solutions's Cabana Target Drawdown 16 ETF position peaked at $5.2M in Q3 2020.
  • 6 funds tracked by Wall St. Rank held Cabana Target Drawdown 16 ETF as of Q1 2021.

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