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Coppell Advisory Solutions Corp’s Zega Buy & Hedge ETF ZHDG Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio ZHDG Stock Details ZHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.81M Buy
+96,035
New +$1.73M 0.34% 70
2023
Q1 		$1.5M Sell
92,189
-1,428
-2% -$23.2K 0.49% 49
2022
Q4 		$1.48M Buy
+93,617
New +$1.57M 0.5% 50

Other funds holding ZHDG

ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Zega Buy & Hedge ETF (ZHDG) in Q1 2024: 96,035 shares worth $1.81M. The stake represents 0.34% of the portfolio and ranks #70 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in ZHDG as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in ZHDG in Q4 2022 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold ZHDG as of Q1 2024.

  • Coppell Advisory Solutions Corp held 96,035 shares of Zega Buy & Hedge ETF worth $1.81M as of Q1 2024.
  • Zega Buy & Hedge ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Zega Buy & Hedge ETF made up 0.34% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #70 holding.
  • Coppell Advisory Solutions Corp first reported a position in Zega Buy & Hedge ETF in Q4 2022 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Zega Buy & Hedge ETF as of Q1 2024.

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