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TDSE
Cabana Target Drawdown 16 ETF
TDSE
TDSE
Delisted
TDSE 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
| $63.8M | +$62.5M | +2,529,730 | New |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $9.79M | +$9.76M | +395,396 | New |
|
| 3 |
AWM
3
AE Wealth Management
Topeka,
Kansas
| $4.68M | -$555K | -22,492 | -11% |
|
| 4 |
SS
4
Simplicity Solutions
Minneapolis,
Minnesota
| $4.67M | -$565K | -22,867 | -11% |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $19K | +$18.8K | +762 | New |
|