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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
| $177M | +$37.8M | +1,493,950 | +29% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $39.6M | +$16.2M | +639,308 | +71% |
|
| 3 |
AWM
3
AE Wealth Management
Topeka,
Kansas
| $9.06M | -$781K | -30,819 | -8% |
|
| 4 |
OMC
4
Old Mission Capital
Chicago,
Illinois
| $948K | +$931K | +36,746 | New |
|
| 5 |
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $273K | +$268K | +10,570 | New |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $62K | +$18.5K | +730 | +43% |
|
| 7 |
SS
7
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$9.5M | -381,364 | Closed |
|
| 8 |
CG
8
CFO4Life Group
Coppell,
Texas
| – | -$1.36M | -54,751 | Closed |
|
| 9 |
MA
9
Mutual Advisors
Omaha,
Nebraska
| – | -$353K | -14,181 | Closed |
|
| 10 |
10
Citadel Advisors
Miami,
Florida
| – | -$206K | -8,260 | Closed |
|