Coppell Advisory Solutions
BDGS icon

Coppell Advisory Solutions’s Bridges Capital Tactical ETF BDGS Stock Holding History

Coppell Advisory Solutions’s Portfolio BDGS Stock Details BDGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-95
Closed -$3K – 477
2024
Q4 		$3K Hold
95
– – ﹤0.01% 1458
2024
Q3 		$2.9K Hold
95
– – ﹤0.01% 1377
2024
Q2 		$2.69K Buy
+95
New +$2.65K ﹤0.01% 1336

Other funds holding BDGS

Napa Wealth Management
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coppell Advisory Solutions's BDGS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Bridges Capital Tactical ETF (BDGS) in Q1 2025, closing a stake of 95 shares — an estimated $3K sold.

Coppell Advisory Solutions first reported a position in BDGS in Q2 2024 and held it in 3 quarters. The position peaked at $3K in Q4 2024. 10 funds tracked by Wall St. Rank hold BDGS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Bridges Capital Tactical ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 95 Bridges Capital Tactical ETF shares in Q1 2025, an estimated $3K.
  • Coppell Advisory Solutions first reported a position in Bridges Capital Tactical ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Bridges Capital Tactical ETF position peaked at $3K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Bridges Capital Tactical ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.