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Coppell Advisory Solutions Corp’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$262K Buy
+1,988
New +$249K 0.05% 211
2023
Q1 		$246K Buy
2,154
+434
+25% +$49.4K 0.08% 177
2022
Q4 		$192K Buy
+1,720
New +$183K 0.07% 167

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q1 2024: 1,988 shares worth $262K. The stake represents 0.05% of the portfolio and ranks #211 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in ITA as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in ITA in Q4 2022 and has held it in 3 quarters since. 615 funds tracked by Wall St. Rank hold ITA as of Q1 2024.

  • Coppell Advisory Solutions Corp held 1,988 shares of iShares US Aerospace & Defense ETF worth $262K as of Q1 2024.
  • iShares US Aerospace & Defense ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares US Aerospace & Defense ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #211 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and has held it in 3 quarters since.
  • 615 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2024.

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