Coppell Advisory Solutions’s FIS Knights of Columbus Global Belief ETF KOCG Stock Holding History

Coppell Advisory Solutions’s Portfolio KOCG Stock Details KOCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-358	Closed	-$10.2K	–	1163
2024 Q4	$10.2K	Sell	358 -1	-0.3%	-$29	﹤0.01%	1105
2024 Q3	$10K	Sell	359 -18	-5%	-$483	﹤0.01%	1082
2024 Q2	$9.92K	Buy	+377	New	+$9.66K	﹤0.01%	1005
2023 Q4	$9.67K	Buy	+410	New	+$9.14K	﹤0.01%	944
2023 Q3	–	Sell	-363	Closed	-$8.03K	–	1390
2023 Q2	$8.03K	Buy	+363	New	+$7.82K	﹤0.01%	743

Other funds holding KOCG

KOCAA

Knights of Columbus Asset Advisors New Haven, Connecticut $1.77B AUM 31.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of FIS Knights of Columbus Global Belief ETF (KOCG) in Q1 2025, closing a stake of 358 shares — an estimated $10.2K sold.

Coppell Advisory Solutions first reported a position in KOCG in Q2 2023 and held it in 5 quarters. The position peaked at $10.2K in Q4 2024. 2 funds tracked by Wall St. Rank hold KOCG as of Q1 2025.

Coppell Advisory Solutions reported no remaining FIS Knights of Columbus Global Belief ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 358 FIS Knights of Columbus Global Belief ETF shares in Q1 2025, an estimated $10.2K.
Coppell Advisory Solutions first reported a position in FIS Knights of Columbus Global Belief ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's FIS Knights of Columbus Global Belief ETF position peaked at $10.2K in Q4 2024.
2 funds tracked by Wall St. Rank held FIS Knights of Columbus Global Belief ETF as of Q1 2025.

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