Coppell Advisory Solutions’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11	Closed	-$1.45K	–	2056
2024 Q3	$1.45K	Hold	11	–	–	﹤0.01%	1512
2024 Q2	$1.32K	Buy	+11	New	+$1.34K	﹤0.01%	1455
2023 Q4	–	Sell	-25	Closed	-$2.22K	–	1842
2023 Q3	$2.22K	Buy	25 +14	+127%	+$1.44K	﹤0.01%	831
2023 Q2	$1.14K	Buy	+11	New	+$1.05K	﹤0.01%	1120
2023 Q1	–	Sell	-25	Closed	-$2.22K	–	842
2022 Q4	$2.22K	Buy	+25	New	+$2.22K	﹤0.01%	832

Other funds holding PSCI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Coppell Advisory Solutions's PSCI Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q4 2024, closing a stake of 11 shares — an estimated $1.45K sold.

Coppell Advisory Solutions first reported a position in PSCI in Q4 2022 and held it in 5 quarters. The position peaked at $2.22K in Q3 2023. 70 funds tracked by Wall St. Rank hold PSCI as of Q4 2024.

Coppell Advisory Solutions reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q4 2024 after selling out during the quarter.
Coppell Advisory Solutions sold 11 Invesco S&P SmallCap Industrials ETF shares in Q4 2024, an estimated $1.45K.
Coppell Advisory Solutions first reported a position in Invesco S&P SmallCap Industrials ETF in Q4 2022 and held it in 5 quarters.
Coppell Advisory Solutions's Invesco S&P SmallCap Industrials ETF position peaked at $2.22K in Q3 2023.
70 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.