Captrust Financial Advisors Purchases in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc Com
1.54K
+ 5.63%
N/A
28.9K $0
Goldman Sachs S&P 500 Premium Income ETF
7.86K
+ 18.31%
N/A
50.8K $0
Grail Inc Com
7.65K
New
N/A
7.65K $0
Grayscale Bitcoin Mini Trust ETF
1.93K
+ 8.06%
N/A
25.8K $0
Grayscale Ethereum Mini Trust ETF
37K
+ 38.42%
N/A
133K $0
Gsk PLC Sponsored Adr
8.43K
+ 11.0%
N/A
85.1K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
42.9K
New
N/A
42.9K $0
Healthcare Rlty Tr Cl A Com
2.49K
+ 10.72%
N/A
25.7K $0
Innovator International Developed Power Buffer ETF May
2.4K
+ 15.26%
N/A
18.1K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
10.4K
+ 13.87%
N/A
85.4K $0
Innovex International Inc Com
20K
New
N/A
20K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
3.1K
+ 12.74%
N/A
27.4K $0
Invesco Bulletshares 2033 Corporate Bond ETF
101
+ 0.74%
N/A
13.8K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
3.87K
New
N/A
3.87K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
6.56K
+ 0.83%
N/A
797K $0
Ishares Bitcoin Trust ETF
17.9K
+ 6.48%
N/A
295K $0
Ishares Ethereum Trust ETF
3.6K
+ 22.23%
N/A
19.8K $0
WOOD
Ishares Global Timber & Forest
351
+ 7.11%
N/A
5.29K $0
Ishares Ibonds 2030 Term High Yield And Income ETF
13.3K
New
N/A
13.3K $0
Ishares Ibonds 2031 Term High Yield And Income ETF
8.36K
New
N/A
8.36K $0
Ishares Ibonds Dec 2034 Term Corporate ETF
490
+ 3.27%
N/A
15.5K $0
Ishares Large Cap Deep Buffer ETF
47.4K
+ 14.33%
N/A
378K $0
Ishares Large Cap Max Buffer Mar ETF
14.7K
New
N/A
14.7K $0
Ishares Large Cap Moderate Buffer ETF
218K
+ 198.9%
N/A
327K $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
2.68K
New
N/A
2.68K $0
Jacobs Solutions Inc.
3.3K
+ 12.54%
N/A
29.6K $0
Jlens 500 Jewish Advocacy U.S. ETF
232K
New
N/A
232K $0
JGRO
J P Morgan Exchange Traded Fd
263K
+ 7.8%
N/A
3.63M $0
Jpmorgan Equity Focus ETF
328
+ 8.78%
N/A
4.06K $0
Jpmorgan Hedged Equity Laddered Overlay ETF
5.04K
+ 9.77%
N/A
56.7K $0
Knife River Corp Common Stock
2.86K
+ 4.79%
N/A
62.6K $0
Kodiak Gas Svcs Inc Com
448
+ 2.72%
N/A
16.9K $0
Lam Research Corp Com New
37.5K
+ 3.17%
N/A
1.22M $0
Lazard Inc Com
10.4K
New
N/A
10.4K $0
Liberty Media Corp Del Com Lbty One S C
191
+ 5.79%
N/A
3.49K $0
Lifex 2035 Term Income ETF
20.2K
New
N/A
20.2K $0
Linde PLC Shs
2.22K
+ 4.11%
N/A
56.2K $0
Lineage Inc Com
2.75K
+ 67.48%
N/A
6.83K $0
Loar Holdings Inc Com Shs
214
+ 1.79%
N/A
12.1K $0
Madison Square Garden Entmt Com Cl A
5.89K
New
N/A
5.89K $0
Maplebear Inc Com
394K
New
N/A
394K $0
Mcewen Inc. Com New
57.1K
New
N/A
57.1K $0
Morgan Stanley Direct Lending Com Shs
880
+ 1.82%
N/A
49.3K $0
Nebius Group N.V. Shs Class A
6.56K
New
N/A
6.56K $0
Neos Nasdaq 100 High Income ETF
5.69K
New
N/A
5.69K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
7.7K
New
N/A
7.7K $0
Neumora Therapeutics Inc. Com
10.5K
New
N/A
10.5K $0
Noble Corp PLC Ord Shs A
13.5K
New
N/A
13.5K $0
Npk International Inc Com Shs
19.4K
New
N/A
19.4K $0
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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