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Coppell Advisory Solutions’s Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF TDSC Stock Holding History

Coppell Advisory Solutions’s Portfolio TDSC Stock Details TDSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$941K Buy
40,415
+40,411
+1,010,275% +$900K 0.19% 114
2023
Q3 		$88 Buy
+4
New +$89 ﹤0.01% 1149
2023
Q1 		– Sell
-4
Closed -$88 – 971
2022
Q4 		$88 Buy
+4
New +$91 ﹤0.01% 1151

Other funds holding TDSC

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FWM
Fiat Wealth Management Wayzata, Minnesota $7.9M AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

Coppell Advisory Solutions increased its Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF (TDSC) stake by 1,010,275% in Q4 2023, buying an estimated $900K and bringing the position to 40,415 shares worth $941K. The position accounts for 0.19% of the portfolio, ranked #114.

Coppell Advisory Solutions first reported a position in TDSC in Q4 2022 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold TDSC as of Q4 2023.

  • Coppell Advisory Solutions held 40,415 shares of Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF worth $941K as of Q4 2023.
  • Coppell Advisory Solutions bought 40,411 Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF shares in Q4 2023, an estimated $900K.
  • Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF made up 0.19% of Coppell Advisory Solutions's portfolio in Q4 2023, its #114 holding.
  • Coppell Advisory Solutions first reported a position in Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF in Q4 2022 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF as of Q4 2023.

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