CAS
GENY

Coppell Advisory Solutions’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Coppell Advisory Solutions’s Portfolio GENY Stock Details GENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-543
Closed -$20.9K – 1904
2023
Q3 		$20.9K Hold
543
– – 0.01% 487
2023
Q2 		$23.1K Buy
+543
New +$22.6K 0.01% 533
2023
Q1 		– Sell
-543
Closed -$20.9K – 1176
2022
Q4 		$20.9K Buy
+543
New +$19.8K 0.01% 495

Other funds holding GENY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q4 2023, closing a stake of 543 shares — an estimated $20.9K sold.

Coppell Advisory Solutions first reported a position in GENY in Q4 2022 and held it in 3 quarters. The position peaked at $23.1K in Q2 2023. 1 fund tracked by Wall St. Rank holds GENY as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 543 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q4 2023, an estimated $20.9K.
  • Coppell Advisory Solutions first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $23.1K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2023.

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