CASC
GENY

Coppell Advisory Solutions Corp’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio GENY Stock Details GENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-543
Closed -$20.9K – 1176
2022
Q4 		$20.9K Buy
+543
New +$19.8K 0.01% 495

Other funds holding GENY

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q1 2023, closing a stake of 543 shares — an estimated $20.9K sold.

Coppell Advisory Solutions Corp first reported a position in GENY in Q4 2022 and held it in 1 quarter. The position peaked at $20.9K in Q4 2022. 18 funds tracked by Wall St. Rank hold GENY as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 543 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q1 2023, an estimated $20.9K.
  • Coppell Advisory Solutions Corp first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $20.9K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q1 2023.

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