Coppell Advisory Solutions
THTA icon

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

Optivise Advisory Services
Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return
ZEGA Investments
ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return
Old Mission Capital
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Tucker Asset Management
Tucker Asset Management Littleton, Colorado $406M AUM 20.49% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Osaic Holdings
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.