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Coppell Advisory Solutions Corp’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio FLTR Stock Details FLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$4.76M Buy
+186,693
New +$4.73M 0.9% 23
2023
Q1 		$943K Buy
+37,816
New +$949K 0.31% 85

Other funds holding FLTR

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q1 2024: 186,693 shares worth $4.76M. The stake represents 0.9% of the portfolio and ranks #23 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FLTR as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FLTR in Q1 2023 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold FLTR as of Q1 2024.

  • Coppell Advisory Solutions Corp held 186,693 shares of VanEck IG Floating Rate ETF worth $4.76M as of Q1 2024.
  • VanEck IG Floating Rate ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • VanEck IG Floating Rate ETF made up 0.9% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #23 holding.
  • Coppell Advisory Solutions Corp first reported a position in VanEck IG Floating Rate ETF in Q1 2023 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2024.

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