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TDSD
Cabana Target Drawdown 13 ETF
TDSD
TDSD
Delisted
TDSD was delisted on the 5th of January, 2024.
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
| $131M | +$129M | +5,205,435 | New |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $22.3M | +$22.2M | +896,735 | New |
|
| 3 |
AWM
3
AE Wealth Management
Topeka,
Kansas
| $9.51M | -$821K | -33,189 | -8% |
|
| 4 |
SS
4
Simplicity Solutions
Minneapolis,
Minnesota
| $9.5M | -$834K | -33,697 | -8% |
|
| 5 |
CG
5
CFO4Life Group
Coppell,
Texas
| $1.36M | +$1.35M | +54,751 | New |
|
| 6 |
MA
6
Mutual Advisors
Omaha,
Nebraska
| $353K | +$351K | +14,181 | New |
|
| 7 |
7
Citadel Advisors
Miami,
Florida
| $206K | -$237K | -9,584 | -54% |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| $42K | +$41.6K | +1,683 | New |
|
| 9 |
9
Jane Street
New York
| – | -$362K | -14,740 | Closed |
|