Coppell Advisory Solutions’s Guinness Atkinson Asia Pacific Dividend Builder ETF ADIV Stock Holding History

Coppell Advisory Solutions’s Portfolio ADIV Stock Details ADIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-105	Closed	-$1.97K	–	1725
2023 Q3	$1.97K	Buy	+105	New	+$1.43K	﹤0.01%	859
2023 Q1	–	Sell	-199	Closed	-$3.74K	–	214
2022 Q4	$3.74K	Buy	+199	New	+$2.46K	﹤0.01%	771

Other funds holding ADIV

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lakeside Advisors Seattle, Washington $150M AUM 14.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Coppell Advisory Solutions's ADIV Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Guinness Atkinson Asia Pacific Dividend Builder ETF (ADIV) in Q4 2023, closing a stake of 105 shares — an estimated $1.97K sold.

Coppell Advisory Solutions first reported a position in ADIV in Q4 2022 and held it in 2 quarters. The position peaked at $3.74K in Q4 2022. 4 funds tracked by Wall St. Rank hold ADIV as of Q4 2023.

Coppell Advisory Solutions reported no remaining Guinness Atkinson Asia Pacific Dividend Builder ETF position as of Q4 2023 after selling out during the quarter.
Coppell Advisory Solutions sold 105 Guinness Atkinson Asia Pacific Dividend Builder ETF shares in Q4 2023, an estimated $1.97K.
Coppell Advisory Solutions first reported a position in Guinness Atkinson Asia Pacific Dividend Builder ETF in Q4 2022 and held it in 2 quarters.
Coppell Advisory Solutions's Guinness Atkinson Asia Pacific Dividend Builder ETF position peaked at $3.74K in Q4 2022.
4 funds tracked by Wall St. Rank held Guinness Atkinson Asia Pacific Dividend Builder ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.