Coppell Advisory Solutions’s Cabana Target Leading Sector Conservative ETF CLSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$506K	Buy	+26,125	New	+$508K	0.1%	158

Other funds holding CLSC

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

FIA

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

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in Cabana Target Leading Sector Conservative ETF (CLSC) in Q4 2023: 26,125 shares worth $506K. The stake represents 0.1% of the portfolio and ranks #158 among its holdings.

11 funds tracked by Wall St. Rank hold CLSC as of Q4 2023.

Coppell Advisory Solutions held 26,125 shares of Cabana Target Leading Sector Conservative ETF worth $506K as of Q4 2023.
Cabana Target Leading Sector Conservative ETF was a new Coppell Advisory Solutions position in Q4 2023.
Cabana Target Leading Sector Conservative ETF made up 0.1% of Coppell Advisory Solutions's portfolio in Q4 2023, its #158 holding.
11 funds tracked by Wall St. Rank held Cabana Target Leading Sector Conservative ETF as of Q4 2023.

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