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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
| $107M | -$1.88M | -65,245 | -2% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $30.2M | -$3.09M | -107,275 | -9% |
|
| 3 |
AWM
3
AE Wealth Management
Topeka,
Kansas
| $3.77M | -$1.14M | -39,731 | -23% |
|
| 4 |
OPS
4
Orion Portfolio Solutions
Omaha,
Nebraska
| $689K | +$706K | +24,526 | New |
|
| 5 |
5
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $77K | +$78.9K | +2,742 | New |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $40K | +$37K | +1,284 | +823% |
|
| 7 |
SWM
7
Selective Wealth Management
Forest,
Virginia
| $29K | +$29.3K | +1,018 | New |
|
| 8 |
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$765K | -26,985 | Closed |
|