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Coppell Advisory Solutions’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History

Coppell Advisory Solutions’s Portfolio CLSM Stock Details CLSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-655
Closed -$13.7K – 1888
2024
Q2 		$13.7K Buy
+655
New +$13.3K ﹤0.01% 914
2023
Q4 		$312K Buy
+15,288
New +$306K 0.06% 200

Other funds holding CLSM

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Coppell Advisory Solutions's CLSM Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF (CLSM) in Q3 2024, closing a stake of 655 shares — an estimated $13.7K sold.

Coppell Advisory Solutions first reported a position in CLSM in Q4 2023 and held it in 2 quarters. The position peaked at $312K in Q4 2023. 19 funds tracked by Wall St. Rank hold CLSM as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 655 Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF shares in Q3 2024, an estimated $13.7K.
  • Coppell Advisory Solutions first reported a position in Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF position peaked at $312K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.