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Coppell Advisory Solutions Corp’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-25
Closed -$2.22K – 842
2022
Q4 		$2.22K Buy
+25
New +$2.22K ﹤0.01% 832

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWA
LWS Wealth Advisors Basking Ridge, New Jersey $266M AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $263M AUM 37.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2023, closing a stake of 25 shares — an estimated $2.22K sold.

Coppell Advisory Solutions Corp first reported a position in PSCI in Q4 2022 and held it in 1 quarter. The position peaked at $2.22K in Q4 2022. 30 funds tracked by Wall St. Rank hold PSCI as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 25 Invesco S&P SmallCap Industrials ETF shares in Q1 2023, an estimated $2.22K.
  • Coppell Advisory Solutions Corp first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Invesco S&P SmallCap Industrials ETF position peaked at $2.22K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2023.

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