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Coppell Advisory Solutions’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Coppell Advisory Solutions’s Portfolio DCRE Stock Details DCRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$411 – 1939
2024
Q4 		$411 Buy
+8
New +$412 ﹤0.01% 1779
2024
Q3 		– Sell
-12
Closed -$617 – 1974
2024
Q2 		$617 Buy
+12
New +$614 ﹤0.01% 1570

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q1 2025, closing a stake of 8 shares — an estimated $411 sold.

Coppell Advisory Solutions first reported a position in DCRE in Q2 2024 and held it in 2 quarters. The position peaked at $617 in Q2 2024. 58 funds tracked by Wall St. Rank hold DCRE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 8 DoubleLine Commercial Real Estate Debt ETF shares in Q1 2025, an estimated $411.
  • Coppell Advisory Solutions first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q2 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's DoubleLine Commercial Real Estate Debt ETF position peaked at $617 in Q2 2024.
  • 58 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q1 2025.

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