CASC
WDTE

Coppell Advisory Solutions Corp’s Defiance S&P 500 Weekly Distribution ETF WDTE Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio WDTE Stock Details WDTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.41M Buy
+26,621
New +$1.42M 0.27% 88

Other funds holding WDTE

VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $1.55B AUM 17.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Coppell Advisory Solutions Corp's WDTE Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Defiance S&P 500 Weekly Distribution ETF (WDTE) in Q1 2024: 26,621 shares worth $1.41M. The stake represents 0.27% of the portfolio and ranks #88 among its holdings.

14 funds tracked by Wall St. Rank hold WDTE as of Q1 2024.

  • Coppell Advisory Solutions Corp held 26,621 shares of Defiance S&P 500 Weekly Distribution ETF worth $1.41M as of Q1 2024.
  • Defiance S&P 500 Weekly Distribution ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Defiance S&P 500 Weekly Distribution ETF made up 0.27% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #88 holding.
  • 14 funds tracked by Wall St. Rank held Defiance S&P 500 Weekly Distribution ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.