TIM
TDSD

Tevis Investment Management’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History

Tevis Investment Management’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
2022
Q4 		– Sell
-49,806
Closed -$1.09M – 206
2022
Q3 		$1.09M Buy
49,806
+3,009
+6% +$66.8K 1.06% 32
2022
Q2 		$1.03M Buy
46,797
+8,669
+23% +$200K 0.99% 37
2022
Q1 		$973K Buy
+38,128
New +$993K 0.88% 38

Other funds holding TDSD

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Tevis Investment Management's TDSD Position: Q4 2022 in Review

Tevis Investment Management sold out of Cabana Target Drawdown 13 ETF (TDSD) in Q4 2022, closing a stake of 49,806 shares — an estimated $1.09M sold.

Tevis Investment Management first reported a position in TDSD in Q1 2022 and held it in 3 quarters. The position peaked at $1.09M in Q3 2022. 11 funds tracked by Wall St. Rank hold TDSD as of Q4 2022.

  • Tevis Investment Management reported no remaining Cabana Target Drawdown 13 ETF position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 49,806 Cabana Target Drawdown 13 ETF shares in Q4 2022, an estimated $1.09M.
  • Tevis Investment Management first reported a position in Cabana Target Drawdown 13 ETF in Q1 2022 and held it in 3 quarters.
  • Tevis Investment Management's Cabana Target Drawdown 13 ETF position peaked at $1.09M in Q3 2022.
  • 11 funds tracked by Wall St. Rank held Cabana Target Drawdown 13 ETF as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.