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

WealthShield 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
2021
Q3 		– Sell
-12,961
Closed -$332K – 687
2021
Q2 		$332K Buy
+12,961
New +$327K 0.05% 198

Other funds holding TDSB

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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

WealthShield Partners's TDSB Position: Q3 2021 in Review

WealthShield Partners sold out of Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) in Q3 2021, closing a stake of 12,961 shares — an estimated $332K sold.

WealthShield Partners first reported a position in TDSB in Q2 2021 and held it in 1 quarter. The position peaked at $332K in Q2 2021. 7 funds tracked by Wall St. Rank hold TDSB as of Q3 2021.

  • WealthShield Partners reported no remaining Exchange Listed Funds Trust ETC Cabana Target Beta ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 12,961 Exchange Listed Funds Trust ETC Cabana Target Beta ETF shares in Q3 2021, an estimated $332K.
  • WealthShield Partners first reported a position in Exchange Listed Funds Trust ETC Cabana Target Beta ETF in Q2 2021 and held it in 1 quarter.
  • WealthShield Partners's Exchange Listed Funds Trust ETC Cabana Target Beta ETF position peaked at $332K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Beta ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.