CAS
SOXY

Coppell Advisory Solutions’s YieldMax Target 12 Semiconductor Option Income ETF SOXY Stock Holding History

Coppell Advisory Solutions’s Portfolio SOXY Stock Details SOXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,858
Closed -$294K – 395
2025
Q4 		$294K Buy
+4,858
New +$288K 0.03% 333
2025
Q2 		– Sell
-6,426
Closed -$273K – 442
2025
Q1 		$273K Buy
+6,426
New +$311K 0.04% 275

Other funds holding SOXY

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of YieldMax Target 12 Semiconductor Option Income ETF (SOXY) in Q1 2026, closing a stake of 4,858 shares — an estimated $294K sold.

Coppell Advisory Solutions first reported a position in SOXY in Q1 2025 and held it in 2 quarters. The position peaked at $294K in Q4 2025. 9 funds tracked by Wall St. Rank hold SOXY as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining YieldMax Target 12 Semiconductor Option Income ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,858 YieldMax Target 12 Semiconductor Option Income ETF shares in Q1 2026, an estimated $294K.
  • Coppell Advisory Solutions first reported a position in YieldMax Target 12 Semiconductor Option Income ETF in Q1 2025 and held it in 2 quarters.
  • Coppell Advisory Solutions's YieldMax Target 12 Semiconductor Option Income ETF position peaked at $294K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held YieldMax Target 12 Semiconductor Option Income ETF as of Q1 2026.

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