Captrust Financial Advisors New Holdings in Q2 2025

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITRM
Iterum Therapeutics PLC

Healthcare
11.5K
New
$0.92 - $1.39 $10.6K - $16K
11.5K $11K
EAF
Graftech International LTD

Industrials
11K
New
$0.56 - $1.3 $6.17K - $14.3K
11K $10K
WWR
Westwater Resources, Inc.

Basic Materials
15K
New
$0.46 - $0.66 $6.9K - $9.9K
15K $9K
SES
Ses Ai Corp

Consumer Cyclical
10.9K
New
$0.51 - $1.05 $5.54K - $11.4K
10.9K $9K
REI
Ring Energy, Inc.

Energy
12K
New
$0.74 - $1.17 $8.85K - $14K
12K $9K
STRO
Sutro Biopharma, Inc.

Healthcare
11K
New
$0.52 - $1.3 $5.72K - $14.3K
11K $7K
Yieldmax Mstr Option Income Strategy ETF
15.4K
New
N/A
15.4K $0
Yieldmax Amzn Option Income Strategy ETF
15.6K
New
N/A
15.6K $0
Talen Energy Corp Com
849
New
N/A
849 $0
Tcw Core Plus Bond ETF
24.7K
New
N/A
24.7K $0
Tortoise Energy Fund
416K
New
N/A
416K $0
Tortoise Global Water Fund
8.37K
New
N/A
8.37K $0
Tortoise North American Pipeline Fund
50.8K
New
N/A
50.8K $0
Ishares Large Cap Max Buffer Mar ETF
14.7K
New
N/A
14.7K $0
Amplify Junior Silver Miners ETF
10.5K
New
N/A
10.5K $0
Agenus Inc Com New
36.9K
New
N/A
36.9K $0
Waystar Hldg Corp Com
120K
New
N/A
120K $0
Barrick Mng Corp Com Shs
179K
New
N/A
179K $0
VUSB
Vanguard Bd Index Fds
147K
New
N/A
147K $0
Innovex International Inc Com
20K
New
N/A
20K $0
Lazard Inc Com
10.4K
New
N/A
10.4K $0
Lifex 2035 Term Income ETF
20.2K
New
N/A
20.2K $0
Innovator International Developed Power Buffer ETF February
7.27K
New
N/A
7.27K $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
EPRPRC
Epr Pptys 5.75 Ser C Cum Conv
13.3K
New
N/A
13.3K $0
Nebius Group N.V. Shs Class A
6.56K
New
N/A
6.56K $0
Flutter Entmt PLC Shs
709
New
N/A
709 $0
Jlens 500 Jewish Advocacy U.S. ETF
232K
New
N/A
232K $0
Ft Vest U.S. Equity Max Buffer ETF May
21.3K
New
N/A
21.3K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
3.87K
New
N/A
3.87K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
42.9K
New
N/A
42.9K $0
Grail Inc Com
7.65K
New
N/A
7.65K $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
Galaxy Digital Inc. Cl A
11K
New
N/A
11K $0
Ft Vest U.S. Equity Quarterly Dynamic Buffer ETF
38.7K
New
N/A
38.7K $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
2.68K
New
N/A
2.68K $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
Qiagen Nv Com Shs
4.6K
New
N/A
4.6K $0
Ralliant Corp Com
6.22K
New
N/A
6.22K $0
Circle Internet Group Inc Com Cl A
1.75K
New
N/A
1.75K $0
Rezolve Ai PLC Wt Exp 081529
12.6K
New
N/A
12.6K $0
Neumora Therapeutics Inc. Com
10.5K
New
N/A
10.5K $0
Rocket Lab Corp Com
7.64K
New
N/A
7.64K $0
Schwab High Yield Bond ETF
8.38K
New
N/A
8.38K $0
Select Stoxx Europe Aerospace & Defense ETF
8.05K
New
N/A
8.05K $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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