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 Q2	$1.94M	Buy	+83,238	New	+$1.91M	0.16%	116
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

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

WWA

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

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

OAS

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

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

BCM

BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in Zega Buy & Hedge ETF (ZHDG) in Q2 2026: 83,238 shares worth $1.94M. The stake represents 0.16% of the portfolio and ranks #116 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in ZHDG as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in ZHDG in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.5M in Q4 2024. 16 funds tracked by Wall St. Rank hold ZHDG as of Q2 2026.

Coppell Advisory Solutions held 83,238 shares of Zega Buy & Hedge ETF worth $1.94M as of Q2 2026.
Zega Buy & Hedge ETF was a new Coppell Advisory Solutions position in Q2 2026.
Zega Buy & Hedge ETF made up 0.16% of Coppell Advisory Solutions's portfolio in Q2 2026, its #116 holding.
Coppell Advisory Solutions first reported a position in Zega Buy & Hedge ETF in Q4 2022 and has held it in 13 quarters since.
Coppell Advisory Solutions's Zega Buy & Hedge ETF position peaked at $2.5M in Q4 2024.
16 funds tracked by Wall St. Rank held Zega Buy & Hedge ETF as of Q2 2026.

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