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Coppell Advisory Solutions’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History

Coppell Advisory Solutions’s Portfolio TSLY Stock Details TSLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$5.5K Buy
+46
New +$5.56K ﹤0.01% 1083
2023
Q3 		– Sell
-40
Closed -$6.81K – 1545
2023
Q2 		$6.81K Buy
+40
New +$5.97K ﹤0.01% 781

Other funds holding TSLY

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $145M AUM 25.38% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Coppell Advisory Solutions's TSLY Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in YieldMax TSLA Option Income Strategy ETF (TSLY) in Q4 2023: 46 shares worth $5.5K. The stake represents ﹤0.01% of the portfolio and ranks #1083 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in TSLY as recently as Q2 2023.

Coppell Advisory Solutions first reported a position in TSLY in Q2 2023 and has held it in 2 quarters since. The position peaked at $6.81K in Q2 2023. 35 funds tracked by Wall St. Rank hold TSLY as of Q4 2023.

  • Coppell Advisory Solutions held 46 shares of YieldMax TSLA Option Income Strategy ETF worth $5.5K as of Q4 2023.
  • YieldMax TSLA Option Income Strategy ETF was a new Coppell Advisory Solutions position in Q4 2023.
  • YieldMax TSLA Option Income Strategy ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1083 holding.
  • Coppell Advisory Solutions first reported a position in YieldMax TSLA Option Income Strategy ETF in Q2 2023 and has held it in 2 quarters since.
  • Coppell Advisory Solutions's YieldMax TSLA Option Income Strategy ETF position peaked at $6.81K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held YieldMax TSLA Option Income Strategy ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.