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Coppell Advisory Solutions Corp’s Main Thematic Innovation ETF TMAT Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio TMAT Stock Details TMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23
Closed -$285 – 987
2022
Q4 		$285 Buy
+23
New +$291 ﹤0.01% 1082

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OPS
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Main Thematic Innovation ETF (TMAT) in Q1 2023, closing a stake of 23 shares — an estimated $285 sold.

Coppell Advisory Solutions Corp first reported a position in TMAT in Q4 2022 and held it in 1 quarter. The position peaked at $285 in Q4 2022. 20 funds tracked by Wall St. Rank hold TMAT as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Main Thematic Innovation ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 23 Main Thematic Innovation ETF shares in Q1 2023, an estimated $285.
  • Coppell Advisory Solutions Corp first reported a position in Main Thematic Innovation ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Main Thematic Innovation ETF position peaked at $285 in Q4 2022.
  • 20 funds tracked by Wall St. Rank held Main Thematic Innovation ETF as of Q1 2023.

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