Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EPAM
Epam Systems, Inc.

Technology
1.34K
+ 47.13%
N/A
4.17K $774K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
11.7K
+ 53.03%
$22.18 - $23.36 $259K - $273K
33.7K $755K
RLY
Ssga Active ETF Tr

ETFs
7.5K
+ 13.7%
$25.82 - $29.59 $194K - $222K
62.2K $1.81M
QUBT
Quantum Computing Inc.

Technology
12.9K
New
$5.87 - $21.22 $75.8K - $274K
12.9K $247K
ICFI
Icf International, Inc.

Industrials
2.91K
New
$78.62 - $88.51 $228K - $257K
2.91K $246K
AOR
Ishares Tr Core Growth Allocat

ETFs
2.28K
+ 8.6%
$53.36 - $61.57 $121K - $140K
28.8K $1.77M
NWE
Northwestern Corp

Utilities
5.42K
+ 111.97%
$50.8 - $59.51 $276K - $323K
10.3K $526K
NVT
N Vent Electric PLC

Industrials
1.28K
+ 17.64%
$45.2 - $73.35 $57.9K - $94K
8.55K $626K
REVG
Rev Group, Inc.

Industrials
5.15K
New
$28.82 - $47.59 $149K - $245K
5.15K $245K
TMDX
Trans Medics Group, Inc.

Healthcare
1.83K
New
$67.67 - $143.04 $124K - $262K
1.83K $245K
AVUV
American Centy ETF Tr Avantis

ETFs
1.54K
+ 5.94%
$75.17 - $91.21 $116K - $140K
27.5K $2.5M
FHB
First Hawaiian, Inc.

Financial Services
9.71K
New
$21.14 - $24.96 $205K - $242K
9.71K $242K
SHV
Ishares Tr

ETFs
2.2K
+ 81.63%
$110.06 - $110.46 $242K - $242K
4.88K $539K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
11.2K
New
$21.06 - $24.14 $236K - $271K
11.2K $240K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
6.31K
New
$29.03 - $38.72 $183K - $244K
6.31K $240K
ANSS
Ansys Inc

Technology
140
+ 2.55%
$284.19 - $351.22 $39.8K - $49.2K
5.63K $1.98M
FTSL
First Trust Senior Ln Fund

ETFs
5.05K
+ 15.96%
$44.58 - $46.07 $225K - $233K
36.7K $1.68M
PAPR
Innovator U.S. Equity Power Bu

ETFs
4.74K
+ 12.69%
$33.22 - $37.29 $157K - $177K
42.1K $1.57M
IBKR
Interactive Brokers Group, Inc.

Financial Services
20.5K
+ 251.43%
$50.53 - $212.53 $1.04M - $4.36M
28.7K $1.59M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
10.2K
+ 20.41%
$16.37 - $18.59 $168K - $190K
60.4K $1.11M
LUV
Southwest Airlines CO

Industrials
9.53K
+ 15.38%
$24.04 - $34.36 $229K - $327K
71.5K $2.32M
WTW
Willis Towers Watson PLC

Financial Services
1.04K
+ 39.89%
$295.96 - $337.43 $309K - $352K
3.66K $1.12M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
12.4K
+ 39.43%
$19.55 - $21.78 $243K - $270K
43.9K $911K
EHC
Encompass Health Corp

Healthcare
955
+ 17.19%
$96.12 - $122.63 $91.8K - $117K
6.51K $798K
FTDR
Frontdoor, Inc.

Consumer Cyclical
4.02K
New
$37.35 - $59.68 $150K - $240K
4.02K $236K
MET
Metlife Inc

Financial Services
2.84K
+ 4.94%
$68.42 - $82.49 $194K - $234K
60.3K $4.85M
XAR
Spdr S&P Aerospace & Defense E

ETFs
475
+ 17.61%
$144.94 - $210.94 $68.8K - $100K
3.17K $669K
SYNA
Synaptics Inc

Technology
3.65K
New
$42.92 - $66.11 $157K - $241K
3.65K $236K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
14.5K
New
$13.96 - $16.51 $203K - $240K
14.5K $236K
SHAK
Shake Shack Inc.

Consumer Cyclical
630
+ 22.62%
$75.85 - $140.6 $47.8K - $88.6K
3.42K $480K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
3.93K
New
$47.63 - $60.01 $187K - $236K
3.93K $233K
MGNI
Magnite, Inc.

Communication Services
1.84K
+ 12.46%
$9.0 - $24.12 $16.5K - $44.3K
16.6K $400K
COOP
Mr. Cooper Group Inc.

Financial Services
1.56K
New
$107.26 - $155.96 $167K - $243K
1.56K $232K
PLXS
Plexus Corp

Technology
1.08K
+ 9.15%
$110.95 - $136.15 $120K - $147K
12.9K $1.75M
STLD
Steel Dynamics Inc

Basic Materials
2.36K
+ 4.19%
N/A
58.7K $5.76M
QRVO
Qorvo, Inc.

Technology
2.71K
New
$50.81 - $84.91 $138K - $230K
2.71K $230K
AVDV
American Centy ETF Tr Avantis

ETFs
1.23K
+ 9.03%
$61.76 - $79.32 $76.2K - $97.8K
14.9K $1.18M
NNN
National Retail Properties, Inc.

Real Estate
3.9K
+ 3.5%
$37.56 - $43.42 $146K - $169K
115K $4.98M
PPC
Pilgrims Pride Corp

Consumer Defensive
5.09K
New
$44.55 - $56.26 $227K - $286K
5.09K $228K
GEF
Greif, Inc

Consumer Cyclical
3.49K
New
$49.01 - $66.46 $171K - $232K
3.49K $227K
GPOR
Gulfport Energy Corp

Energy
1.13K
New
$158.62 - $206.57 $180K - $234K
1.13K $227K
IR
Ingersoll Rand Inc.

Industrials
2.18K
+ 15.15%
$66.75 - $84.94 $146K - $185K
16.6K $1.38M
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
300
+ 0.6%
$39.84 - $49.59 $12K - $14.9K
50.7K $2.51M
WRBY
Warby Parker Inc.

Healthcare
10.4K
New
$14.0 - $22.6 $145K - $234K
10.4K $227K
CRC
California Resources Corp

Energy
4.96K
New
$32.4 - $47.27 $161K - $235K
4.96K $226K
FFIV
F5, Inc.

Technology
449
+ 13.37%
$239.25 - $295.9 $107K - $133K
3.81K $1.12M
IDCC
Inter Digital, Inc.

Communication Services
259
+ 2.69%
$183.37 - $234.7 $47.5K - $60.8K
9.87K $2.21M
IT
Gartner Inc

Technology
1.67K
+ 5.75%
$377.5 - $449.52 $631K - $752K
30.7K $12.4M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.75K
New
$101.93 - $128.63 $179K - $226K
1.75K $225K
Activity Summary
Buys All Purchases 1638 New Holdings 262 Increased Positions 1376 Sells All Sells 769 Reductions 769 Sold out 0 Options Calls 0 Puts 0
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