CAS
RSMV

Coppell Advisory Solutions’s Relative Strength Managed Volatility Strategy ETF RSMV Stock Holding History

Coppell Advisory Solutions’s Portfolio RSMV Stock Details RSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,015,305
Closed -$55.5M – 396
2025
Q4 		$55.5M Buy
2,015,305
+157,326
+8% +$4.27M 5.46% 2
2025
Q3 		$49.3M Sell
1,857,979
-52,907
-3% -$1.35M 5.23% 2
2025
Q2 		$47M Buy
+1,910,886
New +$45.1M 5.58% 2

Other funds holding RSMV

TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Coppell Advisory Solutions's RSMV Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Relative Strength Managed Volatility Strategy ETF (RSMV) in Q1 2026, closing a stake of 2,015,305 shares — an estimated $55.5M sold.

Coppell Advisory Solutions first reported a position in RSMV in Q2 2025 and held it in 3 quarters. The position peaked at $55.5M in Q4 2025. 9 funds tracked by Wall St. Rank hold RSMV as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Relative Strength Managed Volatility Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,015,305 Relative Strength Managed Volatility Strategy ETF shares in Q1 2026, an estimated $55.5M.
  • Coppell Advisory Solutions first reported a position in Relative Strength Managed Volatility Strategy ETF in Q2 2025 and held it in 3 quarters.
  • Coppell Advisory Solutions's Relative Strength Managed Volatility Strategy ETF position peaked at $55.5M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Relative Strength Managed Volatility Strategy ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.