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

Triad Wealth Partners’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
2026
Q1 		– Sell
-8,382
Closed -$201K – 513
2025
Q4 		$201K Sell
8,382
-5,428
-39% -$130K 0.02% 457
2025
Q3 		$322K Buy
+13,810
New +$313K 0.04% 276
2024
Q4 		– Sell
-15,843
Closed -$359K – 179
2024
Q3 		$359K Buy
+15,843
New +$356K 0.19% 46

Other funds holding TDSB

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 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
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triad Wealth Partners's TDSB Position: Q1 2026 in Review

Triad Wealth Partners sold out of Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) in Q1 2026, closing a stake of 8,382 shares — an estimated $201K sold.

Triad Wealth Partners first reported a position in TDSB in Q3 2024 and held it in 3 quarters. The position peaked at $359K in Q3 2024. 14 funds tracked by Wall St. Rank hold TDSB as of Q1 2026.

  • Triad Wealth Partners reported no remaining Exchange Listed Funds Trust ETC Cabana Target Beta ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 8,382 Exchange Listed Funds Trust ETC Cabana Target Beta ETF shares in Q1 2026, an estimated $201K.
  • Triad Wealth Partners first reported a position in Exchange Listed Funds Trust ETC Cabana Target Beta ETF in Q3 2024 and held it in 3 quarters.
  • Triad Wealth Partners's Exchange Listed Funds Trust ETC Cabana Target Beta ETF position peaked at $359K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Beta ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.