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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
| $27.2M | +$9.13M | +371,742 | +47% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $8.2M | +$1.4M | +56,924 | +20% |
|
| 3 |
3
Envestnet Asset Management
Chicago,
Illinois
| $889K | +$10.5K | +427 | +1% |
|
| 4 |
4
UBS Group
Zurich,
Switzerland
| – | -$7K | -260 | Closed |
|