Coppell Advisory Solutions LLC

Q2 2023 13F Detailed Holdings

Location
Coppell, TX
Holdings as of
6/30/2023
Value ($000)
$353,652
Num holdings
1,446
Date filed
8/17/2023
Form type
13F-HR
Prev filing
5/19/2023
Next filing
11/14/2023
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 ZEGA Buy & Hedge Retirement (SMA)
2 ZEGA HiPOS Aggressive (PAIRS)
3 ZEGA Buy & Hedge Classic (SMA)
4 ZEGA HiPOS Conservative (SMA)
5 ZEGA Buffered Index Growth (SMA)
6 IAS Best Equity Picks (SMA)
7 IAS Equity Long/Short (SMA)
8 ZEGA Buffered Index Growth IRA (SMA)
9 IAS Concentrated US Equity Long Short (SMA)
10 Goerner Managed Model
11 IAS Mid-Small Cap US Equity Long Short (SMA)
12 CIM Real Assets & Credit Fund (RACR)
13 ZEGA Dividend +
14 ZEGA ZBIG Treasury Income
15 Belle Haven Investments (Do Not Trade)