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Coppell Advisory Solutions Corp’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio GOVI Stock Details GOVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.45M Buy
48,942
+2,726
+6% +$80.5K 0.48% 54
2022
Q4 		$1.33M Buy
+46,216
New +$1.33M 0.45% 59

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

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

Coppell Advisory Solutions Corp increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 5.9% in Q1 2023, buying an estimated $80.5K and bringing the position to 48,942 shares worth $1.45M. The position accounts for 0.48% of the portfolio, ranked #54.

Coppell Advisory Solutions Corp first reported a position in GOVI in Q4 2022 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold GOVI as of Q1 2023.

  • Coppell Advisory Solutions Corp held 48,942 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $1.45M as of Q1 2023.
  • Coppell Advisory Solutions Corp bought 2,726 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2023, an estimated $80.5K.
  • Invesco Equal Weight 0-30 Year Treasury ETF made up 0.48% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #54 holding.
  • Coppell Advisory Solutions Corp first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2022 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2023.

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