Captrust Financial Advisors Incresed Positions in Q1 2025

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BJAN
Innovator U.S. Equity Buffer E

ETFs
475
+ 4.49%
$46.03 - $49.45 $21.9K - $23.5K
11.1K $515K
PFM
Invesco Exchange Traded Fd Tr

ETFs
194
+ 1.41%
$44.92 - $48.18 $8.71K - $9.35K
14K $640K
PB
Prosperity Bancshares Inc

Financial Services
305
+ 8.62%
$69.3 - $80.69 $21.1K - $24.6K
3.85K $274K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
362
+ 0.09%
N/A
398K $8.06M
LCID
Lucid Group, Inc.

Consumer Cyclical
10.6K
+ 35.46%
$2.03 - $3.48 $21.5K - $36.9K
40.5K $97K
TENB
Tenable Holdings, Inc.

Technology
1.09K
+ 15.42%
$34.94 - $44.5 $38.2K - $48.6K
8.18K $285K
UNFI
United Natural Foods Inc

Consumer Defensive
215
+ 1.53%
$24.57 - $34.37 $5.28K - $7.39K
14.2K $390K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
53.8K
+ 98.99%
$0.6 - $1.22 $32.3K - $65.7K
108K $64K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.59K
+ 2.38%
$30.73 - $32.26 $202K - $213K
283K $8.7M
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
19.8K
+ 148.42%
$0.29 - $0.96 $5.75K - $19K
33.2K $15K
WSBC
Wesbanco Inc

Financial Services
899
+ 6.35%
$30.36 - $37.08 $27.3K - $33.3K
15.1K $466K
OFC
Corporate Office Properties Trust

Real Estate
225
+ 2.01%
N/A
11.4K $274K
EQBK
Equity Bancshares Inc

Financial Services
134
+ 0.37%
N/A
36.5K $1.27M
FIW
First Trust Water ETF

ETFs
88
+ 2.57%
$99.48 - $106.74 $8.75K - $9.39K
3.52K $354K
PAVE
Global X Fds Us Infrastructure

ETFs
1.48K
+ 7.85%
$37.31 - $43.82 $55.2K - $64.8K
20.3K $766K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
470
+ 2.38%
$20.57 - $21.12 $9.67K - $9.93K
20.3K $419K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
435
+ 3.27%
$7.6 - $7.96 $3.31K - $3.46K
13.8K $106K
GUT
Gabelli Utility Trust

Financial Services
11
+ 0.09%
$5.11 - $5.55 $56.2 - $61.1
11.6K $62K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
11
+ 0.02%
$12.03 - $12.69 $132 - $140
67.4K $824K
PTC
Ptc Inc.

Technology
1.52K
+ 18.94%
$153.3 - $193.48 $233K - $294K
9.53K $1.48M
SJNK
Spdr Bloomberg Short Term High

ETFs
234
+ 2.25%
$25.08 - $25.64 $5.87K - $6K
10.6K $266K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
62
+ 0.73%
$40.24 - $40.65 $2.49K - $2.52K
8.55K $347K
XAR
Spdr S&P Aerospace & Defense E

ETFs
101
+ 3.89%
$157.71 - $180.77 $15.9K - $18.3K
2.7K $433K
STEM
Stem, Inc.

Technology
17.1K
+ 129.37%
$0.35 - $1.22 $5.98K - $20.9K
30.3K $10K
ALG
Alamo Group Inc

Industrials
140
+ 4.77%
$172.9 - $190.49 $24.2K - $26.7K
3.08K $548K
RE
Everest Re Group LTD

Financial Services
5
+ 0.19%
N/A
2.59K $961K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
48
+ 0.81%
$42.38 - $43.28 $2.03K - $2.08K
5.98K $254K
TRMK
Trustmark Corp

Financial Services
273
+ 3.54%
$32.92 - $38.83 $8.99K - $10.6K
8K $275K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
346
+ 2.14%
$2.1 - $2.18 $727 - $754
16.6K $35K
PID
Invesco Exchange Traded Fd Tr

ETFs
67
+ 0.51%
N/A
13.2K $235K
KNTK
Kinetik Holdings Inc.

Energy
440
+ 10.22%
$49.51 - $66.5 $21.8K - $29.3K
4.75K $246K
LINC
Lincoln Educational Services Corp

Consumer Defensive
18
+ 0.13%
$14.44 - $18.55 $260 - $334
13.4K $213K
PH
Parker Hannifin Corp

Industrials
488
+ 4.66%
$591.65 - $707.05 $289K - $345K
11K $6.66M
PWFL
Power Fleet, Inc.

Technology
74
+ 0.04%
N/A
166K $828K
SPDV
ETF Ser Solutions Aam S&P 500
27
+ 0.11%
N/A
24.3K $0
America Movil Sab De Cv Spon Ads Rp Cl B
1.65K
+ 11.97%
N/A
15.4K $0
Amplify Cybersecurity ETF
514
+ 3.55%
N/A
15K $0
Aptiv PLC Com Shs
5.61K
+ 109.18%
N/A
10.8K $0
Arista Networks Inc Com Shs
48.4K
+ 15.1%
N/A
369K $0
Arm Holdings PLC Sponsored Ads
1.04K
+ 50.93%
N/A
3.07K $0
Atlas Energy Solutions Inc Com New
29.8K
+ 155.4%
N/A
48.9K $0
Atlassian Corporation Cl A
859
+ 6.61%
N/A
13.8K $0
Bank America Corp 7.25 Cnv Pfd L
430
+ 3.58%
N/A
12.4K $0
BCE
Bce Inc

Communication Services
129
+ 1.23%
$22.14 - $25.18 $2.86K - $3.25K
10.6K $243K
Bgc Group Inc Cl A
17.8K
+ 12.55%
N/A
159K $0
Bitwise Bitcoin ETF Trust
5.79K
+ 63.81%
N/A
14.9K $0
Blackrock Inc Com
9.61K
+ 119.55%
N/A
17.6K $0
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
342
+ 4.24%
N/A
8.4K $0
Brookfield Infrastructure Corp Com Sub Vtg A
475
+ 3.49%
N/A
14.1K $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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