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TDSA

Cabana Target Drawdown 5 ETF

Delisted

TDSA was delisted on the 14th of November, 2023.

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
$23.5M -$2.02M -89,221 -8%
GM
2
GeoWealth Management
Illinois
$5.37M -$2.13M -94,285 -28%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$880K +$76.9K +3,404 +9%
AWM
4
AE Wealth Management
Kansas
$434K +$448K +19,816 New
JP Morgan Chase
5
JP Morgan Chase
New York
$99K +$102K +4,532 New
UBS Group
6
UBS Group
Switzerland
$10K +$10.5K +465 New