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TDSA
Cabana Target Drawdown 5 ETF
TDSA
TDSA
Delisted
TDSA was delisted on the 14th of November, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $19.1M | +$7.31M | +282,740 | +60% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $7.28M | +$2.37M | +91,825 | +47% |
|
| 3 |
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $2.58M | +$2.63M | +101,755 | New |
|
| 4 |
OMC
4
Old Mission Capital
Chicago,
Illinois
| $1.02M | +$1.04M | +40,296 | New |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $9K | +$9.44K | +365 | New |
|