Coppell Advisory Solutions Corp’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$208K	Buy	+4,789	New	+$217K	0.07%	187

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in iShares US Energy ETF (IYE) in Q1 2023: 4,789 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #187 among its holdings.

338 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

Coppell Advisory Solutions Corp held 4,789 shares of iShares US Energy ETF worth $208K as of Q1 2023.
iShares US Energy ETF was a new Coppell Advisory Solutions Corp position in Q1 2023.
iShares US Energy ETF made up 0.07% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #187 holding.
338 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

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