Coppell Advisory Solutions LLC DIVG β€” INVESCO EXCH TRADED FD TR II

Ownership history in Coppell Advisory Solutions LLC  Β·  3 quarters on record

AI Ownership Summary

Coppell Advisory Solutions LLC reported INVESCO EXCH TRADED FD TR II (DIVG) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.06% in 2025 Q4. The latest visible filing shows DIVG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DIVG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coppell Advisory Solutions LLC's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DIVG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coppell Advisory Solutions LLC held DIVG β€” position size vs. price
% of Fund (quarterly)    DIVG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 29,345 +10,495 +55.7% 0.00% $11K 2026-08-14 $38.54
2025 Q4 ADDED β€” β€” β€” 18,850 +2,965 +18.7% 0.06% $619K 2026-02-17 $34.67
2025 Q3 INITIATED β€” β€” β€” 15,885 β€” β€” 0.05% $517K 2025-11-14 $31.23

🏒 Other funds also holding DIVG

As of 2026 Q2 β€” sorted by position size

Horizon Family Wealth, Inc. 3Y 1.74% Kingsview Wealth Management, LLC 3Y 0.01%

FAQ About Coppell Advisory Solutions LLC and DIVG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coppell Advisory Solutions LLC reported owning DIVG?

Coppell Advisory Solutions LLC reported DIVG across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported DIVG position in Coppell Advisory Solutions LLC's portfolio?

The largest reported portfolio weight for DIVG was 0.06% in 2025 Q4.

What is the latest reported DIVG position on this page?

The most recent filing on this page is 2026 Q2, when Coppell Advisory Solutions LLC reported 29,345 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this DIVG ownership page compare?

The chart compares Coppell Advisory Solutions LLC's quarterly DIVG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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