TDSA Holdings Changes

This page summarizes the TDSA holdings changes quarter over quarter among those 13F filers that have reported for the 6/30/2022 period, comparing share count change from 3/31/2022 to 6/30/2022. Share count is compared over these two periods to provide an indication of whether TDSA is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	3/31/2022 Share Count	6/30/2022 Share Count	Change	% Change
13F Filers Increasing TDSA Share Count
Envestnet Asset Management Inc.	36,762	40,166	+3,404	+9.26%
13F Filers Reporting New Positions In TDSA
Proequities Inc.	0	0	UNCH	100%
JPMorgan Chase & Co.	0	4,532	+4,532	+100%
UBS Group AG	0	465	+465	+100%
AE Wealth Management LLC	0	19,816	+19,816	+100%
13F Filers Decreasing TDSA Share Count
GeoWealth Management LLC	339,226	244,941	-94,285	-27.79%
Foundations Investment Advisors LLC	1,158,437	1,069,216	-89,221	-7.70%

See Summary: Institutional Holders of TDSA
See Details: Top 10 Hedge Funds Holding TDSA

TDSA Holdings Changes | www.HoldingsChannel.com

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.