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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
| $20.3M | +$926K | +35,613 | +5% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $7.43M | -$115K | -4,424 | -2% |
|
| 3 |
3
Envestnet Asset Management
Chicago,
Illinois
| $956K | +$944K | +36,335 | New |
|
| 4 |
4
UBS Group
Zurich,
Switzerland
| $7K | -$2.73K | -105 | -29% |
|
| 5 |
OPS
5
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$2.58M | -101,755 | Closed |
|
| 6 |
OMC
6
Old Mission Capital
Chicago,
Illinois
| – | -$1.02M | -40,296 | Closed |
|