$295 Million is the total value of Coppell Advisory Solutions Corp.'s 1244 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- ZEGA Buy & Hedge Retirement (SMA) #1
- ZEGA HiPOS Aggressive (PAIRS) #2
- ZEGA Buy & Hedge Classic (SMA) #3
- ZEGA HiPOS Conservative (SMA) #4
- ZEGA Buffered Index Growth (SMA) #5
- IAS Best Equity Picks (SMA) #6
- IAS Equity Long/Short (SMA) #7
- ZEGA Buffered Index Growth IRA (SMA) #8
- IAS Concentrated US Equity Long Short (SMA) #9
- Goerner Managed Model #10
- IAS Mid-Small Cap US Equity Long Short (SMA) #11
- CIM Real Assets & Credit Fund (RACR) #12
- ZEGA Dividend + #13
- ZEGA ZBIG Treasury Income #14
- Belle Haven Investments (Do Not Trade) #15
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF | 2 | Q1 2023 | 19.3% |
| FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF | 2 | Q1 2023 | 10.7% |
| ISHARES TRUST SELECT DIVID ETF | 2 | Q1 2023 | 2.4% |
| SPDR SERIES TRUST BLOOMBERG BRCLYS ETF | 2 | Q1 2023 | 1.7% |
| VANGUARD S&P 500 ETF SHS | 2 | Q1 2023 | 1.7% |
| FIRST TRUST EXCHANGE-TRADED AL DEV MRK EX US ETF | 2 | Q1 2023 | 1.9% |
| FIRST TRUST EXCHANGE-TRADED AL COM SHS ETF | 2 | Q1 2023 | 1.6% |
| APPLE INC COM | 2 | Q1 2023 | 1.8% |
| FIRST TRUST LARGE CAP VALUE AL COM SHS ETF | 2 | Q1 2023 | 1.6% |
| FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF | 2 | Q1 2023 | 1.4% |
View Coppell Advisory Solutions Corp.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-16 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-17 |
View Coppell Advisory Solutions Corp.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.