Coppell Advisory Solutions’s SoFi Enhanced Yield ETF THTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$373K	Buy	+23,805	New	+$370K	0.03%	344
2026 Q1	–	Sell	-23,805	Closed	-$362K	–	321
2025 Q4	$362K	Sell	23,805 -984	-4%	-$14.9K	0.04%	302
2025 Q3	$375K	Hold	24,789	–	–	0.04%	294
2025 Q2	$372K	Sell	24,789 -4,985	-17%	-$75K	0.04%	278
2025 Q1	$443K	Buy	+29,774	New	+$566K	0.06%	224

Other funds holding THTA

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

RIP

Reliant Investment Partners Pinehurst, North Carolina $147M AUM 47.63% 1-Year Est. Return

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

TAM

Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Coppell Advisory Solutions's THTA Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in SoFi Enhanced Yield ETF (THTA) in Q2 2026: 23,805 shares worth $373K. The stake represents 0.03% of the portfolio and ranks #344 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in THTA as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in THTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $443K in Q1 2025. 13 funds tracked by Wall St. Rank hold THTA as of Q2 2026.

Coppell Advisory Solutions held 23,805 shares of SoFi Enhanced Yield ETF worth $373K as of Q2 2026.
SoFi Enhanced Yield ETF was a new Coppell Advisory Solutions position in Q2 2026.
SoFi Enhanced Yield ETF made up 0.03% of Coppell Advisory Solutions's portfolio in Q2 2026, its #344 holding.
Coppell Advisory Solutions first reported a position in SoFi Enhanced Yield ETF in Q1 2025 and has held it in 5 quarters since.
Coppell Advisory Solutions's SoFi Enhanced Yield ETF position peaked at $443K in Q1 2025.
13 funds tracked by Wall St. Rank held SoFi Enhanced Yield ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.