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Coppell Advisory Solutions’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Coppell Advisory Solutions’s Portfolio QUS Stock Details QUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-157
Closed -$24.4K – 1492
2024
Q4 		$24.4K Hold
157
– – ﹤0.01% 797
2024
Q3 		$24.7K Buy
157
+40
+34% +$6.08K ﹤0.01% 776
2024
Q2 		$17.3K Buy
+117
New +$16.8K ﹤0.01% 843

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TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.21B AUM 21.13% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.25B AUM 22.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return