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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
| $135M | +$16.6M | +725,546 | +14% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $27.4M | +$6.77M | +295,810 | +32% |
|
| 3 |
AWM
3
AE Wealth Management
Topeka,
Kansas
| $4.14M | +$930K | +40,643 | +29% |
|
| 4 |
AWM
4
Avaii Wealth Management
Appleton,
Wisconsin
| $943K | +$241K | +10,543 | +34% |
|
| 5 |
5
JP Morgan Chase
New York
| $636K | +$645K | +28,184 | New |
|
| 6 |
6
Envestnet Asset Management
Chicago,
Illinois
| $301K | -$27.3K | -1,193 | -8% |
|
| 7 |
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $266K | +$40.7K | +1,777 | +18% |
|
| 8 |
SWM
8
Selective Wealth Management
Forest,
Virginia
| $77K | – | – | – |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| $31K | +$25.2K | +1,101 | +389% |
|
| 10 |
10
Jane Street
New York
| – | -$702K | -30,973 | Closed |
|
| 11 |
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$527K | -23,233 | Closed |
|
| 12 |
12
Truist Financial
Charlotte,
North Carolina
| – | -$295K | -12,940 | Closed |
|
| 13 |
13
Osaic Holdings
Scottsdale,
Arizona
| – | -$165K | -7,296 | Closed |
|