We are live on
!
Find out more
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
| $23.5M | -$2.02M | -89,221 | -8% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $5.37M | -$2.13M | -94,285 | -28% |
|
| 3 |
3
Envestnet Asset Management
Chicago,
Illinois
| $880K | +$76.9K | +3,404 | +9% |
|
| 4 |
AWM
4
AE Wealth Management
Topeka,
Kansas
| $434K | +$448K | +19,816 | New |
|
| 5 |
5
JP Morgan Chase
New York
| $99K | +$102K | +4,532 | New |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $10K | +$10.5K | +465 | New |
|