CAS
DECZ icon

Coppell Advisory Solutions’s TrueShares Structured Outcome December ETF DECZ Stock Holding History

Coppell Advisory Solutions’s Portfolio DECZ Stock Details DECZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-276
Closed -$10.2K – 679
2024
Q4 		$10.2K Sell
276
-2
-0.7% -$76 ﹤0.01% 1102
2024
Q3 		$10.3K Hold
278
– – ﹤0.01% 1074
2024
Q2 		$9.89K Buy
+278
New +$9.55K ﹤0.01% 1006

Other funds holding DECZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of TrueShares Structured Outcome December ETF (DECZ) in Q1 2025, closing a stake of 276 shares — an estimated $10.2K sold.

Coppell Advisory Solutions first reported a position in DECZ in Q2 2024 and held it in 3 quarters. The position peaked at $10.3K in Q3 2024. 35 funds tracked by Wall St. Rank hold DECZ as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining TrueShares Structured Outcome December ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 276 TrueShares Structured Outcome December ETF shares in Q1 2025, an estimated $10.2K.
  • Coppell Advisory Solutions first reported a position in TrueShares Structured Outcome December ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's TrueShares Structured Outcome December ETF position peaked at $10.3K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held TrueShares Structured Outcome December ETF as of Q1 2025.

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