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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
| $14.5M | -$8.71M | -398,020 | -37% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $3.58M | -$1.73M | -78,933 | -32% |
|
| 3 |
MA
3
Mutual Advisors
Omaha,
Nebraska
| $911K | +$923K | +42,189 | New |
|
| 4 |
4
Envestnet Asset Management
Chicago,
Illinois
| $527K | -$345K | -15,773 | -39% |
|
| 5 |
AWM
5
AE Wealth Management
Topeka,
Kansas
| $277K | -$153K | -6,987 | -35% |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $21K | +$11.5K | +527 | +113% |
|
| 7 |
7
JP Morgan Chase
New York
| – | -$99K | -4,532 | Closed |
|