CAS
GIAX

Coppell Advisory Solutions’s Nicholas Global Equity and Income ETF GIAX Stock Holding History

Coppell Advisory Solutions’s Portfolio GIAX Stock Details GIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,102
Closed -$215K – 440
2025
Q1 		$215K Buy
+13,102
New +$239K 0.03% 309

Other funds holding GIAX

BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
SHF
Safe Harbor Fiduciary Pensacola, Florida $105M AUM
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coppell Advisory Solutions's GIAX Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of Nicholas Global Equity and Income ETF (GIAX) in Q2 2025, closing a stake of 13,102 shares — an estimated $215K sold.

Coppell Advisory Solutions first reported a position in GIAX in Q1 2025 and held it in 1 quarter. The position peaked at $215K in Q1 2025. 8 funds tracked by Wall St. Rank hold GIAX as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining Nicholas Global Equity and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 13,102 Nicholas Global Equity and Income ETF shares in Q2 2025, an estimated $215K.
  • Coppell Advisory Solutions first reported a position in Nicholas Global Equity and Income ETF in Q1 2025 and held it in 1 quarter.
  • Coppell Advisory Solutions's Nicholas Global Equity and Income ETF position peaked at $215K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Nicholas Global Equity and Income ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.