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Coppell Advisory Solutions Corp.

SEC CIK
0001942379
Latest filing
May 16, 2024

The latest 13F from Coppell Advisory Solutions Corp. covers Q1 2024 (filed May 16, 2024): 266 long positions worth $530.5M. The top 10 holdings make up 37.8% of the portfolio, and the largest is First Tr Exchng Traded FD VI at 11.7%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q1 2024

The five largest holdings this quarter.

Coppell Advisory Solutions Corp. did not file a 13F for Q4 2023, so this quarter cannot be compared with the previous one.

Compare with Q1 2023 instead

Top 5 holdings

Share of this quarter's portfolio value

  1. First Tr Exchng Traded FD VI33740F805
    11.7%$62.3M
  2. First Tr Exchange-Traded FD33739Q408
    6.1%$32.5M
  3. First Tr Exchange-Traded FD33739Q705
    4.0%$21.4M
  4. JPMJPMorgan Chase & Co
    2.9%$15.6MHistory
  5. NVDANVIDIA Corp
    2.6%$13.8MHistory

Metrics

13F metrics for Q1 2024, computed only from the numbers in the filings. Definitions below.

Portfolio value
$530.5M
No prior quarter to compare
Positions
266
No prior quarter to compare
Top 10 concentration
37.8%
Top 10 as share of value
Turnover
–
No prior quarter to compare
Average holding period
1.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $530.5M (Q1 2024)

Q4 2022: $279.6MQ1 2023: $292.5MQ1 2024: $530.5M
Q4 2022Q1 2024
13F filings of Coppell Advisory Solutions Corp. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q1 2024May 16, 2024266$530.5MFirst Tr Exchng Traded FD VIFirst Tr Exchange-Traded FDFirst Tr Exchange-Traded FD–SEC
Q1 2023May 10, 2023200$292.5MFirst Tr Exchange-Traded FDFirst Tr Exchng Traded FD VIiShares Select Dividend ETFvs. Q4 2022SEC
Q4 2022Feb 17, 20231,201$279.6MFirst Tr Exchng Traded FD VIFirst Tr Exchange-Traded FDPIMCO ETF Tr–SEC