Coppell Advisory Solutions Corp’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio ACTV Stock Details ACTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$396K	Buy	+11,280	New	+$375K	0.07%	170
2023 Q1	$372K	Sell	12,722 -152	-1%	-$4.71K	0.12%	139
2022 Q4	$377K	Buy	+12,874	New	+$375K	0.13%	126

Other funds holding ACTV

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Coppell Advisory Solutions Corp's ACTV Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in LeaderShares Activist Leaders ETF (ACTV) in Q1 2024: 11,280 shares worth $396K. The stake represents 0.07% of the portfolio and ranks #170 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in ACTV as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in ACTV in Q4 2022 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold ACTV as of Q1 2024.

Coppell Advisory Solutions Corp held 11,280 shares of LeaderShares Activist Leaders ETF worth $396K as of Q1 2024.
LeaderShares Activist Leaders ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
LeaderShares Activist Leaders ETF made up 0.07% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #170 holding.
Coppell Advisory Solutions Corp first reported a position in LeaderShares Activist Leaders ETF in Q4 2022 and has held it in 3 quarters since.
25 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.