Captrust Financial Advisors Purchases in Q1 2025

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Equity Defined Protection ETF 1 Yr January
11.7K
New
N/A
11.7K $0
Innovator International Developed 10 Buffer ETF Quarterly
194K
New
N/A
194K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
4.6K
+ 6.53%
N/A
75K $0
Innovator International Developed Power Buffer ETF March
23K
New
N/A
23K $0
Innovator U.S. Equity 10 Buffer ETF Quarterly
396K
+ 90.99%
N/A
831K $0
Innovator U.S. Small Cap 10 Buffer ETF Quarterly
104K
New
N/A
104K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
6.71K
+ 38.07%
N/A
24.3K $0
Invesco Bulletshares 2032 Municipal Bond ETF
169
+ 1.23%
N/A
13.9K $0
Invesco Bulletshares 2033 Corporate Bond ETF
3.87K
+ 39.31%
N/A
13.7K $0
Ishares Bitcoin Trust ETF
141K
+ 104.54%
N/A
277K $0
Ishares Flexible Income Active ETF
14.4K
New
N/A
14.4K $0
Ishares Ibonds Dec 2033 Term Corporate ETF
15
+ 0.03%
N/A
48.5K $0
Ishares Large Cap Deep Buffer ETF
54.6K
+ 19.75%
N/A
331K $0
Ishares Large Cap Moderate Buffer ETF
22.8K
+ 26.33%
N/A
109K $0
ILCG
Ishares Morningstar Growth ETF
710
+ 0.84%
N/A
85.6K $0
JGRO
J P Morgan Exchange Traded Fd
199K
+ 6.28%
N/A
3.37M $0
Jpmorgan Betabuilders U.S. Treasury Bond 20 Year ETF
3.69K
New
N/A
3.69K $0
Jpmorgan Equity Focus ETF
3.74K
New
N/A
3.74K $0
Jpmorgan Hedged Equity Laddered Overlay ETF
17.2K
+ 49.86%
N/A
51.6K $0
Kenvue Inc Com
206K
+ 327.24%
N/A
268K $0
Kodiak Gas Svcs Inc Com
724
+ 4.6%
N/A
16.5K $0
Labcorp Holdings Inc Com Shs
5.37K
+ 16.98%
N/A
37K $0
Lam Research Corp Com New
24.7K
+ 2.13%
N/A
1.18M $0
Landbridge Company LLC Cl A
280K
+ 622.24%
N/A
324K $0
Lifex 2045 Term Income ETF
2.34K
New
N/A
2.34K $0
Linde PLC Shs
10.6K
+ 24.35%
N/A
54K $0
Lineage Inc Com
4.08K
New
N/A
4.08K $0
Loar Holdings Inc Com Shs
998
+ 9.13%
N/A
11.9K $0
Millrose Pptys Inc Com Cl A
12.7K
New
N/A
12.7K $0
MOGA
Moog Inc Cla
22
+ 0.44%
N/A
4.99K $0
Morgan Stanley Direct Lending Com Shs
16.5K
+ 51.52%
N/A
48.5K $0
Motley Fool Global Opportunities ETF
17.6K
New
N/A
17.6K $0
Motley Fool Mid Cap Growth ETF
11.3K
New
N/A
11.3K $0
Natwest Group PLC Spons Adr
26.2K
New
N/A
26.2K $0
Net Power Inc Com Cl A
11.4K
New
N/A
11.4K $0
Nextracker Inc Class A Com
1.55K
+ 11.54%
N/A
15K $0
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
176
+ 0.2%
$23.87 - $24.35 $4.2K - $4.29K
90.2K $2.16M
OABI
Omniab Inc Com
242
+ 1.46%
N/A
16.8K $0
Pacira Biosciences Inc 0.75 08/01/2025
12K
New
N/A
12K $0
Pavmed Inc Com New
65K
New
N/A
65K $0
Peakstone Realty Trust Common Shares
17.5K
+ 30.44%
N/A
75K $0
Perion Network LTD Shs New
1.95K
+ 1.92%
N/A
103K $0
Pimco Multisector Bond Active Exchange Traded Fund
615K
+ 75.93%
N/A
1.42M $0
Pimco Ultra Short Government Active Exchange Traded Fund
170K
+ 186.15%
N/A
262K $0
Primo Brands Corporation Class A Com Shs
214
+ 2.3%
N/A
9.53K $0
Proshares S&P 500 High Income ETF
23.7K
New
N/A
23.7K $0
Proshares Ultrashort Qqq
7.92K
New
N/A
7.92K $0
Qxo Inc Com New
180K
New
N/A
180K $0
Rb Global Inc Com
10.7K
+ 115.65%
N/A
20K $0
Activity Summary
Buys All Purchases 1449 New Holdings 190 Increased Positions 1259 Sells All Sells 806 Reductions 806 Sold out 0 Options Calls 0 Puts 0
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