Coppell Advisory Solutions Corp’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$867K	Buy	+18,512	New	+$846K	0.28%	89

Other funds holding SPHQ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

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

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

Coppell Advisory Solutions Corp opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q1 2023: 18,512 shares worth $867K. The stake represents 0.28% of the portfolio and ranks #89 among its holdings.

360 funds tracked by Wall St. Rank hold SPHQ as of Q1 2023.

Coppell Advisory Solutions Corp held 18,512 shares of Invesco S&P 500 Quality ETF worth $867K as of Q1 2023.
Invesco S&P 500 Quality ETF was a new Coppell Advisory Solutions Corp position in Q1 2023.
Invesco S&P 500 Quality ETF made up 0.28% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #89 holding.
360 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2023.

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