Coppell Advisory Solutions Corp’s LeaderShares Equity Skew ETF SQEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$610K	Buy	+18,587	New	+$583K	0.12%	141
2023 Q1	$577K	Sell	19,986 -455	-2%	-$13.2K	0.19%	117
2022 Q4	$566K	Buy	+20,441	New	+$576K	0.19%	107

Other funds holding SQEW

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in LeaderShares Equity Skew ETF (SQEW) in Q1 2024: 18,587 shares worth $610K. The stake represents 0.12% of the portfolio and ranks #141 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SQEW as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SQEW in Q4 2022 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold SQEW as of Q1 2024.

Coppell Advisory Solutions Corp held 18,587 shares of LeaderShares Equity Skew ETF worth $610K as of Q1 2024.
LeaderShares Equity Skew ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
LeaderShares Equity Skew ETF made up 0.12% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #141 holding.
Coppell Advisory Solutions Corp first reported a position in LeaderShares Equity Skew ETF in Q4 2022 and has held it in 3 quarters since.
22 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q1 2024.

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