CAS
ADFI

Coppell Advisory Solutions’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

Coppell Advisory Solutions’s Portfolio ADFI Stock Details ADFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$83.2K Buy
+9,663
New +$80.3K 0.02% 395

Other funds holding ADFI

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
PWMG
Provence Wealth Management Group Irvine, California $186M AUM 38.63% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Coppell Advisory Solutions's ADFI Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Anfield Dynamic Fixed Income ETF (ADFI) in Q4 2023: 9,663 shares worth $83.2K. The stake represents 0.02% of the portfolio and ranks #395 among its holdings.

10 funds tracked by Wall St. Rank hold ADFI as of Q4 2023.

  • Coppell Advisory Solutions held 9,663 shares of Anfield Dynamic Fixed Income ETF worth $83.2K as of Q4 2023.
  • Anfield Dynamic Fixed Income ETF was a new Coppell Advisory Solutions position in Q4 2023.
  • Anfield Dynamic Fixed Income ETF made up 0.02% of Coppell Advisory Solutions's portfolio in Q4 2023, its #395 holding.
  • 10 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.