Coppell Advisory Solutions Corp’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$854K	Buy	+27,900	New	+$818K	0.28%	92

Other funds holding XLG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GWSG

GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q1 2023: 27,900 shares worth $854K. The stake represents 0.28% of the portfolio and ranks #92 among its holdings.

209 funds tracked by Wall St. Rank hold XLG as of Q1 2023.

Coppell Advisory Solutions Corp held 27,900 shares of Invesco S&P 500 Top 50 ETF worth $854K as of Q1 2023.
Invesco S&P 500 Top 50 ETF was a new Coppell Advisory Solutions Corp position in Q1 2023.
Invesco S&P 500 Top 50 ETF made up 0.28% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #92 holding.
209 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2023.

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