Coppell Advisory Solutions Corp’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-123	Closed	-$4.14K	–	1150
2022 Q4	$4.14K	Buy	+123	New	+$4.15K	﹤0.01%	750

Other funds holding BTEC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Coppell Advisory Solutions Corp's BTEC Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q1 2023, closing a stake of 123 shares — an estimated $4.14K sold.

Coppell Advisory Solutions Corp first reported a position in BTEC in Q4 2022 and held it in 1 quarter. The position peaked at $4.14K in Q4 2022. 21 funds tracked by Wall St. Rank hold BTEC as of Q1 2023.

Coppell Advisory Solutions Corp reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q1 2023 after selling out during the quarter.
Coppell Advisory Solutions Corp sold 123 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q1 2023, an estimated $4.14K.
Coppell Advisory Solutions Corp first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2022 and held it in 1 quarter.
Coppell Advisory Solutions Corp's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $4.14K in Q4 2022.
21 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.