Coppell Advisory Solutions Corp’s Aptus Defined Risk ETF DRSK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$245K	Buy	+9,204	New	+$239K	0.05%	224

Other funds holding DRSK

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Aptus Defined Risk ETF (DRSK) in Q1 2024: 9,204 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #224 among its holdings.

49 funds tracked by Wall St. Rank hold DRSK as of Q1 2024.

Coppell Advisory Solutions Corp held 9,204 shares of Aptus Defined Risk ETF worth $245K as of Q1 2024.
Aptus Defined Risk ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
Aptus Defined Risk ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #224 holding.
49 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q1 2024.

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