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

Simplicity Wealth’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
2023
Q4 		– Sell
-13,657
Closed -$282K – 190
2023
Q3 		$282K Buy
+13,657
New +$286K 0.17% 69

Other funds holding TDSB

FIA
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GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplicity Wealth's TDSB Position: Q4 2023 in Review

Simplicity Wealth sold out of Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) in Q4 2023, closing a stake of 13,657 shares — an estimated $282K sold.

Simplicity Wealth first reported a position in TDSB in Q3 2023 and held it in 1 quarter. The position peaked at $282K in Q3 2023. 11 funds tracked by Wall St. Rank hold TDSB as of Q4 2023.

  • Simplicity Wealth reported no remaining Exchange Listed Funds Trust ETC Cabana Target Beta ETF position as of Q4 2023 after selling out during the quarter.
  • Simplicity Wealth sold 13,657 Exchange Listed Funds Trust ETC Cabana Target Beta ETF shares in Q4 2023, an estimated $282K.
  • Simplicity Wealth first reported a position in Exchange Listed Funds Trust ETC Cabana Target Beta ETF in Q3 2023 and held it in 1 quarter.
  • Simplicity Wealth's Exchange Listed Funds Trust ETC Cabana Target Beta ETF position peaked at $282K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Beta ETF as of Q4 2023.

Based on Simplicity Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.