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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
| $111M | +$31.7M | +1,146,639 | +42% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $33.5M | +$5.44M | +196,695 | +20% |
|
| 3 |
AWM
3
AE Wealth Management
Topeka,
Kansas
| $4.92M | +$261K | +9,457 | +6% |
|
| 4 |
OMC
4
Old Mission Capital
Chicago,
Illinois
| $765K | -$458K | -16,560 | -38% |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $4K | -$61.6K | -2,228 | -93% |
|
| 6 |
SFS
6
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$2.03M | -73,800 | Closed |
|