Coppell Advisory Solutions’s ProShares Short Financials SEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$3.74K	Buy	+82	New	+$4.11K	﹤0.01%	1172

Other funds holding SEF

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Coppell Advisory Solutions's SEF Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in ProShares Short Financials (SEF) in Q4 2023: 82 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings.

9 funds tracked by Wall St. Rank hold SEF as of Q4 2023.

Coppell Advisory Solutions held 82 shares of ProShares Short Financials worth $3.74K as of Q4 2023.
ProShares Short Financials was a new Coppell Advisory Solutions position in Q4 2023.
ProShares Short Financials made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1172 holding.
9 funds tracked by Wall St. Rank held ProShares Short Financials as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.