Coppell Advisory Solutions
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Coppell Advisory Solutions’s Main Thematic Innovation ETF TMAT Stock Holding History

Coppell Advisory Solutions’s Portfolio TMAT Stock Details TMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-216
Closed -$4.56K – 1717
2024
Q4 		$4.56K Buy
216
+67
+45% +$1.33K ﹤0.01% 1346
2024
Q3 		$2.54K Hold
149
– – ﹤0.01% 1399
2024
Q2 		$2.54K Buy
+149
New +$2.5K ﹤0.01% 1348
2023
Q4 		$2.74K Buy
167
+144
+626% +$2.06K ﹤0.01% 1231
2023
Q3 		$285 Buy
+23
New +$339 ﹤0.01% 1081
2023
Q1 		– Sell
-23
Closed -$285 – 987
2022
Q4 		$285 Buy
+23
New +$291 ﹤0.01% 1082

Other funds holding TMAT

Main Management
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Orion Portfolio Solutions
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Potomac Fund Management
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
TownSquare Capital
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Coppell Advisory Solutions's TMAT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Main Thematic Innovation ETF (TMAT) in Q1 2025, closing a stake of 216 shares — an estimated $4.56K sold.

Coppell Advisory Solutions first reported a position in TMAT in Q4 2022 and held it in 6 quarters. The position peaked at $4.56K in Q4 2024. 38 funds tracked by Wall St. Rank hold TMAT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Main Thematic Innovation ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 216 Main Thematic Innovation ETF shares in Q1 2025, an estimated $4.56K.
  • Coppell Advisory Solutions first reported a position in Main Thematic Innovation ETF in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Main Thematic Innovation ETF position peaked at $4.56K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Main Thematic Innovation ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.