Coppell Advisory Solutions Corp’s LeaderShares Dynamic Yield ETF DYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$498K	Buy	+22,092	New	+$499K	0.09%	152
2023 Q1	$666K	Buy	29,629 +502	+2%	+$11.3K	0.22%	109
2022 Q4	$643K	Buy	+29,127	New	+$641K	0.22%	101

Other funds holding DYLD

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

RIM

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

PIA

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

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

PAG

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

AWS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWM

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in LeaderShares Dynamic Yield ETF (DYLD) in Q1 2024: 22,092 shares worth $498K. The stake represents 0.09% of the portfolio and ranks #152 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in DYLD as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in DYLD in Q4 2022 and has held it in 3 quarters since. The position peaked at $666K in Q1 2023. 25 funds tracked by Wall St. Rank hold DYLD as of Q1 2024.

Coppell Advisory Solutions Corp held 22,092 shares of LeaderShares Dynamic Yield ETF worth $498K as of Q1 2024.
LeaderShares Dynamic Yield ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
LeaderShares Dynamic Yield ETF made up 0.09% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #152 holding.
Coppell Advisory Solutions Corp first reported a position in LeaderShares Dynamic Yield ETF in Q4 2022 and has held it in 3 quarters since.
Coppell Advisory Solutions Corp's LeaderShares Dynamic Yield ETF position peaked at $666K in Q1 2023.
25 funds tracked by Wall St. Rank held LeaderShares Dynamic Yield ETF as of Q1 2024.

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