Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STRA
Strategic Education, Inc.

Consumer Defensive
2.65K
New
$77.09 - $92.26 $204K - $244K
2.65K $225K
STRT
Strattec Security Corp

Consumer Cyclical
3.62K
New
$32.53 - $62.21 $118K - $225K
3.62K $225K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
2.37K
New
$69.8 - $94.88 $165K - $225K
2.37K $224K
BST
Black Rock Science & Technology Trust

Financial Services
5.86K
New
$29.62 - $38.3 $173K - $224K
5.86K $223K
ENS
Ener Sys

Industrials
2.87K
+ 72.02%
$78.52 - $100.4 $226K - $288K
6.86K $588K
PAUG
Innovator U.S. Equity Power Bu

ETFs
25
+ 0.03%
$35.3 - $40.46 $882 - $1.01K
82.9K $3.35M
STNG
Scorpio Tankers Inc.

Energy
5.7K
New
$31.86 - $44.3 $182K - $253K
5.7K $223K
ES
Eversource Energy

Utilities
2.44K
+ 5.44%
$54.25 - $65.89 $132K - $161K
47.2K $3.01M
PUK
Prudential PLC

Financial Services
8.88K
New
$18.03 - $25.49 $160K - $226K
8.88K $222K
QTWO
Q2 Holdings, Inc.

Technology
2.38K
New
$68.72 - $95.27 $163K - $226K
2.38K $222K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
4.23K
+ 13.71%
$32.77 - $36.44 $139K - $154K
35.1K $1.28M
UITB
Usaa ETF Tr Core Intermediate

ETFs
4.68K
New
$45.95 - $47.33 $215K - $222K
4.68K $220K
CLFD
Clearfield, Inc.

Technology
5.06K
New
$25.24 - $43.41 $128K - $220K
5.06K $219K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
2.63K
New
$66.99 - $83.47 $176K - $220K
2.63K $219K
BUG
Global X Fds Cybersecurity ETF

ETFs
5.93K
New
$29.9 - $37.1 $177K - $220K
5.93K $219K
MDT
Medtronic PLC

Healthcare
6.3K
+ 5.14%
$80.68 - $88.86 $508K - $560K
129K $11.2M
MIR
Mirion Technologies, Inc.

Industrials
10.2K
New
$12.7 - $21.71 $130K - $222K
10.2K $219K
AKAM
Akamai Technologies Inc

Technology
2.4K
+ 13.42%
N/A
20.3K $1.84M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
2.43K
+ 9.36%
$61.48 - $65.6 $149K - $159K
28.4K $1.81M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
15.8K
New
$11.71 - $13.88 $185K - $219K
15.8K $218K
ACGL
Arch Capital Group Ltd.

Financial Services
5.79K
+ 9.59%
$84.99 - $96.82 $492K - $560K
66.1K $6.02M
HST
Host Hotels & Resorts, Inc.

Real Estate
10.5K
+ 22.0%
$12.7 - $16.07 $134K - $169K
58.3K $896K
IFF
International Flavors & Fragrances Inc

Basic Materials
3.52K
+ 34.07%
$66.85 - $79.33 $235K - $279K
13.9K $1.02M
LIVN
Liva Nova PLC

Healthcare
4.84K
New
$33.85 - $47.6 $164K - $230K
4.84K $217K
BYD
Boyd Gaming Corp

Consumer Cyclical
2.76K
New
$60.8 - $79.02 $168K - $218K
2.76K $216K
CSQ
Calamos Strategic Total Return Fund

Financial Services
3.02K
+ 3.86%
$13.86 - $18.24 $41.8K - $55K
81.2K $1.48M
FIBK
First Interstate Bancsystem Inc

Financial Services
7.51K
New
$23.86 - $29.01 $179K - $218K
7.51K $216K
UPST
Upstart Holdings, Inc.

Financial Services
3.35K
New
$34.8 - $64.85 $116K - $217K
3.35K $216K
AIR
Aar Corp

Industrials
3.14K
New
$48.56 - $69.04 $152K - $217K
3.14K $215K
LSTR
Landstar System Inc

Industrials
1.95K
+ 38.78%
$131.55 - $151.93 $256K - $296K
6.97K $969K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
7.79K
New
$22.01 - $27.62 $171K - $215K
7.79K $215K
DTH
Wisdomtree Tr

ETFs
4.06K
+ 59.16%
$37.84 - $46.83 $153K - $190K
10.9K $505K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7.93K
+ 9.55%
$26.41 - $26.76 $210K - $212K
91.1K $2.44M
KRNT
Kornit Digital Ltd.

Industrials
10.7K
New
$15.81 - $23.22 $170K - $249K
10.7K $213K
KIE
Spdr S&P Insurance ETF

ETFs
3.58K
New
$53.63 - $61.12 $192K - $219K
3.58K $213K
KTF
Dws Municipal Income Trust

Financial Services
24K
New
$8.73 - $9.46 $210K - $227K
24K $212K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.87K
New
$61.08 - $74.04 $175K - $212K
2.87K $212K
POWL
Powell Industries Inc

Industrials
1.01K
New
$159.38 - $211.34 $161K - $213K
1.01K $212K
SKYW
Skywest Inc

Industrials
2.07K
New
$79.41 - $103.84 $164K - $215K
2.07K $212K
IGR
Cbre Global Real Estate Income Fund

Financial Services
39.9K
New
$4.33 - $5.29 $173K - $211K
39.9K $210K
MMS
Maximus, Inc.

Industrials
2.88K
+ 75.54%
$65.54 - $76.8 $188K - $221K
6.68K $469K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
7.94K
New
$20.94 - $26.47 $166K - $210K
7.94K $210K
IBN
Icici Bank LTD

Financial Services
3.26K
+ 6.91%
$30.16 - $34.39 $98.2K - $112K
50.4K $1.7M
NVTS
Navitas Semiconductor Corp

Technology
1.67K
+ 3.78%
$1.61 - $8.09 $2.68K - $13.5K
45.8K $299K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.56K
New
$72.71 - $82.56 $186K - $211K
2.56K $208K
ADUS
Addus Home Care Corp

Healthcare
1.8K
New
$96.32 - $118.0 $173K - $213K
1.8K $207K
IMO
Imperial Oil LTD

Energy
2.61K
New
$60.22 - $81.91 $157K - $214K
2.61K $207K
DV
Double Verify Holdings, Inc.

Technology
11.2K
+ 46.12%
$11.86 - $15.03 $133K - $169K
35.5K $531K
USXF
Ishares Esg Advanced Msci Usa

Technology
3.83K
New
$41.54 - $53.93 $159K - $207K
3.83K $206K
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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