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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
| $209M | -$6.98M | -245,494 | -3% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $36.5M | -$13M | -457,212 | -26% |
|
| 3 |
AWM
3
AE Wealth Management
Topeka,
Kansas
| $10.1M | -$2.24M | -78,619 | -18% |
|
| 4 |
OPS
4
Orion Portfolio Solutions
Omaha,
Nebraska
| $1.84M | +$1.88M | +66,208 | New |
|
| 5 |
5
Morgan Stanley
New York
| $720K | +$736K | +25,863 | New |
|
| 6 |
SWM
6
Selective Wealth Management
Forest,
Virginia
| $539K | +$550K | +19,337 | New |
|
| 7 |
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $502K | +$183K | +6,440 | +56% |
|
| 8 |
OMC
8
Old Mission Capital
Chicago,
Illinois
| $244K | -$450K | -15,832 | -64% |
|
| 9 |
9
Osaic Holdings
Scottsdale,
Arizona
| $46K | +$46.8K | +1,644 | New |
|
| 10 |
10
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3K | +$2.65K | +93 | New |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| $2K | -$49K | -1,723 | -96% |
|