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Coppell Advisory Solutions Corp’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio UCON Stock Details UCON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,599
Closed -$38.5K – 1019
2022
Q4 		$38.5K Buy
+1,599
New +$38.4K 0.01% 404

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HI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of First Trust Smith Unconstrained Bond ETF (UCON) in Q1 2023, closing a stake of 1,599 shares — an estimated $38.5K sold.

Coppell Advisory Solutions Corp first reported a position in UCON in Q4 2022 and held it in 1 quarter. The position peaked at $38.5K in Q4 2022. 184 funds tracked by Wall St. Rank hold UCON as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining First Trust Smith Unconstrained Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,599 First Trust Smith Unconstrained Bond ETF shares in Q1 2023, an estimated $38.5K.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's First Trust Smith Unconstrained Bond ETF position peaked at $38.5K in Q4 2022.
  • 184 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2023.

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