Coppell Advisory Solutions’s Royce Quant Small-Cap Quality Value ETF SQLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$12.8K	Buy	+310	New	+$11.4K	﹤0.01%	881

Other funds holding SQLV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

GWM

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

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

Coppell Advisory Solutions opened a new position in Royce Quant Small-Cap Quality Value ETF (SQLV) in Q4 2023: 310 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings.

12 funds tracked by Wall St. Rank hold SQLV as of Q4 2023.

Coppell Advisory Solutions held 310 shares of Royce Quant Small-Cap Quality Value ETF worth $12.8K as of Q4 2023.
Royce Quant Small-Cap Quality Value ETF was a new Coppell Advisory Solutions position in Q4 2023.
Royce Quant Small-Cap Quality Value ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #881 holding.
12 funds tracked by Wall St. Rank held Royce Quant Small-Cap Quality Value ETF as of Q4 2023.

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