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Coppell Advisory Solutions Corp’s ProShares Ultra S&P500 SSO Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$453K Buy
+11,678
New +$413K 0.09% 158
2023
Q1 		$410K Buy
16,760
+14,814
+761% +$355K 0.13% 133
2022
Q4 		$43.2K Buy
+1,946
New +$44.1K 0.01% 371

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TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in ProShares Ultra S&P500 (SSO) in Q1 2024: 11,678 shares worth $453K. The stake represents 0.09% of the portfolio and ranks #158 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SSO as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SSO in Q4 2022 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold SSO as of Q1 2024.

  • Coppell Advisory Solutions Corp held 11,678 shares of ProShares Ultra S&P500 worth $453K as of Q1 2024.
  • ProShares Ultra S&P500 was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • ProShares Ultra S&P500 made up 0.09% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #158 holding.
  • Coppell Advisory Solutions Corp first reported a position in ProShares Ultra S&P500 in Q4 2022 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q1 2024.

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