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Coppell Advisory Solutions Corp’s ProShares Short S&P500 SH Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$626K Buy
+13,197
New +$660K 0.12% 138
2023
Q1 		– Sell
-25
Closed -$1.6K – 914
2022
Q4 		$1.6K Buy
+25
New +$1.6K ﹤0.01% 889

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in ProShares Short S&P500 (SH) in Q1 2024: 13,197 shares worth $626K. The stake represents 0.12% of the portfolio and ranks #138 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SH as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in SH in Q4 2022 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold SH as of Q1 2024.

  • Coppell Advisory Solutions Corp held 13,197 shares of ProShares Short S&P500 worth $626K as of Q1 2024.
  • ProShares Short S&P500 was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • ProShares Short S&P500 made up 0.12% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #138 holding.
  • Coppell Advisory Solutions Corp first reported a position in ProShares Short S&P500 in Q4 2022 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2024.

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