Copia Wealth Management New Holdings in Q1 2025

Copia Wealth Management

  • $108 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Eldridge Bbb B Clo ETF
29.3K
New
N/A
29.3K $779M
Eldridge Aaa Clo ETF
25.9K
New
N/A
25.9K $662M
Amplify Cybersecurity ETF
3.03K
New
N/A
3.03K $217M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.89K
New
$42.38 - $43.28 $207K - $212K
4.89K $208M
EWG
Ishares Msci Germany ETF

ETFs
5.03K
New
$31.57 - $39.31 $159K - $198K
5.03K $187M
IAK
Ishares Tr

ETFs
904
New
$121.85 - $137.9 $110K - $125K
904 $125M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.03K
New
$27.01 - $28.54 $109K - $115K
4.03K $113M
PFIX
Simplify ETF Simplify Int Rate

ETFs
2.21K
New
$44.43 - $57.11 $98.2K - $126K
2.21K $107M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
1.39K
New
$44.41 - $45.43 $61.8K - $63.2K
1.39K $62.1M
COF
Capital One Financial Corp

Financial Services
305
New
$163.87 - $209.82 $50K - $64K
305 $54.7M
MCHI
Ishares Msci China ETF

ETFs
715
New
$43.71 - $58.65 $31.3K - $41.9K
715 $38.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
737
New
$48.65 - $53.06 $35.9K - $39.1K
737 $38.3M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
834
New
$33.63 - $37.64 $28K - $31.4K
834 $30.8M
ALLY
Ally Financial Inc.

Financial Services
735
New
$32.99 - $40.09 $24.2K - $29.5K
735 $26.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
53
New
$308.86 - $455.36 $16.4K - $24.1K
53 $18.7M
Vaneck Bitcoin ETF
512
New
N/A
512 $11.9M
Ge Vernova Inc Com
35
New
N/A
35 $10.7M
ALCC
Alt C Acquisition Corp.

Financial Services
473
New
N/A
473 $10.2M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
292
New
$25.2 - $68.74 $7.36K - $20.1K
292 $8.63M
AIG
American International Group, Inc.

Financial Services
75
New
$70.5 - $86.94 $5.29K - $6.52K
75 $6.52M
EWD
Ishares Inc Msci Sweden ETF

ETFs
154
New
$37.28 - $45.14 $5.74K - $6.95K
154 $6.48M
HUBS
Hubspot Inc

Technology
11
New
$571.29 - $819.71 $6.28K - $9.02K
11 $6.28M
UTSL
Direxion Shs ETF Tr Daily Util

ETFs
145
New
$30.57 - $37.36 $4.43K - $5.42K
145 $5.05M
EPOL
Ishares Tr Msci Poland ETF

ETFs
171
New
$20.91 - $29.15 $3.58K - $4.98K
171 $4.79M
CRM
Salesforce, Inc.

Technology
17
New
$268.36 - $359.95 $4.56K - $6.12K
17 $4.56M
EWO
Ishares Inc Msci Austria ETF

ETFs
162
New
$20.67 - $26.81 $3.35K - $4.34K
162 $4.07M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
122
New
$26.05 - $30.88 $3.18K - $3.77K
122 $3.77M
Ge Healthcare Technologies Inc Common Stock
45
New
N/A
45 $3.63M
FXE
Invesco Currency Shares Euro Trust

ETFs
35
New
$94.32 - $101.09 $3.3K - $3.54K
35 $3.5M
FXB
Invesco Currency Shares British Pound Sterling Trust

ETFs
28
New
$117.05 - $125.11 $3.28K - $3.5K
28 $3.48M
Nebius Group N.V. Shs Class A
145
New
N/A
145 $3.06M
PWR
Quanta Services, Inc.

Industrials
11
New
$236.71 - $358.03 $2.6K - $3.94K
11 $2.8M
REZ
Ishares Tr Residential And Mul

ETFs
31
New
$78.21 - $88.48 $2.42K - $2.74K
31 $2.68M
TUA
Simpl Exch Traded Fds Sht Term
121
New
N/A
121 $2.66M
EFNL
Ishares Tr Msci Finland ETF

ETFs
60
New
$32.29 - $39.03 $1.94K - $2.34K
60 $2.21M
IYF
Ishares Tr

ETFs
17
New
$107.69 - $119.37 $1.83K - $2.03K
17 $1.92M
KBA
Kraneshares Bosera Msci China

ETFs
72
New
$22.16 - $24.73 $1.6K - $1.78K
72 $1.7M
GXG
Global X Msci Colombia

ETFs
44
New
$23.24 - $28.07 $1.02K - $1.24K
44 $1.21M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
8
New
$126.86 - $146.45 $1.01K - $1.17K
8 $1.02M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
New
$175.5 - $209.86 $878 - $1.05K
5 $907K
TTWO
Take Two Interactive Software Inc

Communication Services
4
New
$178.61 - $217.95 $714 - $872
4 $829K
ASTS
Ast Space Mobile, Inc.

Communication Services
36
New
$17.72 - $33.8 $638 - $1.22K
36 $819K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
10
New
$72.01 - $79.94 $720 - $799
10 $741K
Tempus Ai Inc Cl A
15
New
N/A
15 $724K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
26
New
$24.73 - $25.62 $643 - $666
26 $664K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
30
New
$22.07 - $26.06 $662 - $782
30 $662K
UL
Unilever PLC

Consumer Defensive
11
New
$54.72 - $60.29 $602 - $663
11 $655K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7
New
$90.0 - $96.32 $630 - $674
7 $646K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6
New
$73.78 - $76.59 $443 - $460
6 $459K
Activity Summary
Buys All Purchases 139 New Holdings 56 Increased Positions 83 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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