Coppell Advisory Solutions Corp’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$775K	Buy	+19,983	New	+$712K	0.15%	123
2023 Q1	$783K	Sell	25,084 -413	-2%	-$13.4K	0.26%	100
2022 Q4	$788K	Buy	+25,497	New	+$813K	0.27%	91

Other funds holding LSAT

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

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

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in LeaderShares AlphaFactor Tactical Focused ETF (LSAT) in Q1 2024: 19,983 shares worth $775K. The stake represents 0.15% of the portfolio and ranks #123 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in LSAT as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in LSAT in Q4 2022 and has held it in 3 quarters since. The position peaked at $788K in Q4 2022. 24 funds tracked by Wall St. Rank hold LSAT as of Q1 2024.

Coppell Advisory Solutions Corp held 19,983 shares of LeaderShares AlphaFactor Tactical Focused ETF worth $775K as of Q1 2024.
LeaderShares AlphaFactor Tactical Focused ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
LeaderShares AlphaFactor Tactical Focused ETF made up 0.15% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #123 holding.
Coppell Advisory Solutions Corp first reported a position in LeaderShares AlphaFactor Tactical Focused ETF in Q4 2022 and has held it in 3 quarters since.
Coppell Advisory Solutions Corp's LeaderShares AlphaFactor Tactical Focused ETF position peaked at $788K in Q4 2022.
24 funds tracked by Wall St. Rank held LeaderShares AlphaFactor Tactical Focused ETF as of Q1 2024.

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