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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
| $73.2M | +$4.63M | +179,655 | +7% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $26.1M | +$15.2M | +590,825 | +149% |
|
| 3 |
AWM
3
AE Wealth Management
Topeka,
Kansas
| $4.35M | -$640K | -24,843 | -13% |
|
| 4 |
SFS
4
Sowell Financial Services
North Little Rock,
Arkansas
| $2.03M | +$1.9M | +73,800 | New |
|
| 5 |
OMC
5
Old Mission Capital
Chicago,
Illinois
| $1.15M | +$1.12M | +43,545 | New |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $63K | +$41.8K | +1,622 | +213% |
|
| 7 |
SS
7
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$4.67M | -188,701 | Closed |
|