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Coppell Advisory Solutions’s Exchange Listed Funds Trust ETC Cabana Target Beta ETF TDSB Stock Holding History

Coppell Advisory Solutions’s Portfolio TDSB Stock Details TDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,522
Closed -$55.4K – 1962
2024
Q2 		$55.4K Buy
+2,522
New +$55.1K 0.01% 472
2023
Q4 		$2.08M Buy
+96,282
New +$2.03M 0.42% 52

Other funds holding TDSB

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Exchange Listed Funds Trust ETC Cabana Target Beta ETF (TDSB) in Q3 2024, closing a stake of 2,522 shares — an estimated $55.4K sold.

Coppell Advisory Solutions first reported a position in TDSB in Q4 2023 and held it in 2 quarters. The position peaked at $2.08M in Q4 2023. 10 funds tracked by Wall St. Rank hold TDSB as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining Exchange Listed Funds Trust ETC Cabana Target Beta ETF position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,522 Exchange Listed Funds Trust ETC Cabana Target Beta ETF shares in Q3 2024, an estimated $55.4K.
  • Coppell Advisory Solutions first reported a position in Exchange Listed Funds Trust ETC Cabana Target Beta ETF in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's Exchange Listed Funds Trust ETC Cabana Target Beta ETF position peaked at $2.08M in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Beta ETF as of Q3 2024.

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