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Coppell Advisory Solutions’s Defiance S&P 500 Income Target ETF SPYT Stock Holding History

Coppell Advisory Solutions’s Portfolio SPYT Stock Details SPYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-32,642
Closed -$586K – 389
2025
Q4 		$586K Sell
32,642
-2,569
-7% -$46.2K 0.06% 234
2025
Q3 		$649K Sell
35,211
-6,822
-16% -$124K 0.07% 221
2025
Q2 		$762K Sell
42,033
-19,405
-32% -$334K 0.09% 180
2025
Q1 		$1.05M Buy
+61,438
New +$1.15M 0.15% 140

Other funds holding SPYT

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RFW
Redwood Family Wealth Addison, Texas $114M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Defiance S&P 500 Income Target ETF (SPYT) in Q1 2026, closing a stake of 32,642 shares — an estimated $586K sold.

Coppell Advisory Solutions first reported a position in SPYT in Q1 2025 and held it in 4 quarters. The position peaked at $1.05M in Q1 2025. 18 funds tracked by Wall St. Rank hold SPYT as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Defiance S&P 500 Income Target ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 32,642 Defiance S&P 500 Income Target ETF shares in Q1 2026, an estimated $586K.
  • Coppell Advisory Solutions first reported a position in Defiance S&P 500 Income Target ETF in Q1 2025 and held it in 4 quarters.
  • Coppell Advisory Solutions's Defiance S&P 500 Income Target ETF position peaked at $1.05M in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Defiance S&P 500 Income Target ETF as of Q1 2026.

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