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Coppell Advisory Solutions’s Zega Buy & Hedge ETF ZHDG Stock Holding History

Coppell Advisory Solutions’s Portfolio ZHDG Stock Details ZHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-104,876
Closed -$2.37M – 387
2025
Q4 		$2.37M Buy
104,876
+23,030
+28% +$528K 0.23% 90
2025
Q3 		$1.85M Sell
81,846
-3,517
-4% -$77.2K 0.2% 109
2025
Q2 		$1.81M Sell
85,363
-19,917
-19% -$398K 0.21% 106
2025
Q1 		$2.05M Sell
105,280
-17,629
-14% -$357K 0.28% 75
2024
Q4 		$2.5M Buy
122,909
+19,212
+19% +$402K 0.35% 57
2024
Q3 		$2.12M Buy
103,697
+12,487
+14% +$247K 0.31% 72
2024
Q2 		$1.78M Buy
+91,210
New +$1.71M 0.29% 74
2023
Q4 		$1.75M Buy
99,334
+5,717
+6% +$99.1K 0.35% 71
2023
Q3 		$1.48M Buy
93,617
+20,016
+27% +$351K 0.51% 50
2023
Q2 		$1.27M Sell
73,601
-18,588
-20% -$310K 0.36% 67
2023
Q1 		$1.5M Sell
92,189
-1,428
-2% -$23.2K 0.49% 49
2022
Q4 		$1.48M Buy
+93,617
New +$1.57M 0.5% 50

Other funds holding ZHDG

ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Zega Buy & Hedge ETF (ZHDG) in Q1 2026, closing a stake of 104,876 shares — an estimated $2.37M sold.

Coppell Advisory Solutions first reported a position in ZHDG in Q4 2022 and held it in 12 quarters. The position peaked at $2.5M in Q4 2024. 14 funds tracked by Wall St. Rank hold ZHDG as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Zega Buy & Hedge ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 104,876 Zega Buy & Hedge ETF shares in Q1 2026, an estimated $2.37M.
  • Coppell Advisory Solutions first reported a position in Zega Buy & Hedge ETF in Q4 2022 and held it in 12 quarters.
  • Coppell Advisory Solutions's Zega Buy & Hedge ETF position peaked at $2.5M in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Zega Buy & Hedge ETF as of Q1 2026.

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