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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
| $78.1M | -$54.1M | -2,394,767 | -40% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $19.3M | -$7.38M | -326,666 | -27% |
|
| 3 |
AWM
3
AE Wealth Management
Topeka,
Kansas
| $3.09M | -$932K | -41,238 | -23% |
|
| 4 |
PG
4
Prostatis Group
Hanover,
Maryland
| $1.41M | +$1.47M | +64,962 | New |
|
| 5 |
ASN
5
Advisory Services Network
Atlanta,
Georgia
| $687K | +$713K | +31,559 | New |
|
| 6 |
AWM
6
Avaii Wealth Management
Appleton,
Wisconsin
| $640K | -$280K | -12,372 | -30% |
|
| 7 |
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $469K | +$221K | +9,790 | +83% |
|
| 8 |
8
Envestnet Asset Management
Chicago,
Illinois
| $243K | -$49K | -2,168 | -16% |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| $71.9K | +$43.4K | +1,920 | +139% |
|
| 10 |
10
JP Morgan Chase
New York
| – | -$636K | -28,184 | Closed |
|
| 11 |
SWM
11
Selective Wealth Management
Forest,
Virginia
| – | -$77K | -3,393 | Closed |
|