CAS
TDSD

Coppell Advisory Solutions’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History

Coppell Advisory Solutions’s Portfolio TDSD Stock Details TDSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$117K Buy
+5,088
New +$112K 0.02% 336

Other funds holding TDSD

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
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in Cabana Target Drawdown 13 ETF (TDSD) in Q4 2023: 5,088 shares worth $117K. The stake represents 0.02% of the portfolio and ranks #336 among its holdings.

9 funds tracked by Wall St. Rank hold TDSD as of Q4 2023.

  • Coppell Advisory Solutions held 5,088 shares of Cabana Target Drawdown 13 ETF worth $117K as of Q4 2023.
  • Cabana Target Drawdown 13 ETF was a new Coppell Advisory Solutions position in Q4 2023.
  • Cabana Target Drawdown 13 ETF made up 0.02% of Coppell Advisory Solutions's portfolio in Q4 2023, its #336 holding.
  • 9 funds tracked by Wall St. Rank held Cabana Target Drawdown 13 ETF as of Q4 2023.

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