Coppell Advisory Solutions’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Coppell Advisory Solutions’s Portfolio AESR Stock Details AESR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$172K	Buy	+12,420	New	+$159K	0.03%	280

Other funds holding AESR

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

Provence Wealth Management Group Irvine, California $186M AUM 38.63% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $221M AUM

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in Anfield US Equity Sector Rotation ETF (AESR) in Q4 2023: 12,420 shares worth $172K. The stake represents 0.03% of the portfolio and ranks #280 among its holdings.

18 funds tracked by Wall St. Rank hold AESR as of Q4 2023.

Coppell Advisory Solutions held 12,420 shares of Anfield US Equity Sector Rotation ETF worth $172K as of Q4 2023.
Anfield US Equity Sector Rotation ETF was a new Coppell Advisory Solutions position in Q4 2023.
Anfield US Equity Sector Rotation ETF made up 0.03% of Coppell Advisory Solutions's portfolio in Q4 2023, its #280 holding.
18 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q4 2023.

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