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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
| $9.82M | -$3.26M | -156,658 | -25% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $3.63M | -$185K | -8,887 | -5% |
|
| 3 |
3
JP Morgan Chase
New York
| $989K | +$375 | +18 | +0% |
|
| 4 |
MWM
4
Maripau Wealth Management
Fort Wayne,
Indiana
| $681K | +$680K | +32,656 | New |
|
| 5 |
TC
5
TownSquare Capital
Provo,
Utah
| $217K | -$125K | -6,023 | -37% |
|
| 6 |
AWM
6
AE Wealth Management
Topeka,
Kansas
| $201K | +$200K | +9,611 | New |
|
| 7 |
IPW
7
Impact Partnership Wealth
Marietta,
Georgia
| $24K | +$24K | +1,152 | New |
|
| 8 |
TRCT
8
Tower Research Capital (TRC)
New York
| $2.84K | – | – | – |
|
| 9 |
MA
9
Mutual Advisors
Omaha,
Nebraska
| – | -$217K | -10,425 | Closed |
|
| 10 |
10
UBS Group
Zurich,
Switzerland
| – | -$792 | -38 | Closed |
|