Epic Trust Investment Advisors, LLC Reduced Holdings in Q2 2024

Epic Trust Investment Advisors, LLC

  • $84.7 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-15.6K
- 74.69%
$41.9 - $44.08 $655K - $689K
5.3K $233K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.6K
- 14.58%
$414.65 - $485.21 $665K - $778K
9.39K $4.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-690
- 20.93%
$377.31 - $399.95 $260K - $276K
2.61K $1.02M
IWM
Ishares Russell 2000 ETF

ETFs
-1.23K
- 22.84%
$192.84 - $209.44 $237K - $257K
4.15K $842K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.55K
- 22.9%
$70.55 - $72.66 $180K - $185K
8.58K $618K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-350
- 22.6%
$396.73 - $420.24 $139K - $147K
1.2K $487K
HYG
Ishares Tr

ETFs
-1.73K
- 24.17%
$75.68 - $77.45 $131K - $134K
5.43K $418K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-790
- 23.52%
$173.94 - $199.42 $137K - $158K
2.57K $507K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.38K
- 20.83%
$50.22 - $50.48 $119K - $120K
9.04K $455K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-654
- 19.12%
$267.84 - $317.0 $175K - $207K
2.77K $869K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-213
- 12.36%
$455.1 - $504.28 $96.9K - $107K
1.51K $755K
CTAS
Cintas Corp

Industrials
-98
- 19.25%
$658.34 - $714.93 $64.5K - $70.1K
411 $287K
MSFT
Microsoft Corp

Technology
-234
- 10.95%
$389.33 - $452.85 $91.1K - $106K
1.9K $850K
V
Visa Inc.

Financial Services
-53
- 2.58%
$262.47 - $281.5 $13.9K - $14.9K
2K $524K
GOOG
Alphabet Inc.

Communication Services
-539
- 29.62%
$151.94 - $186.86 $81.9K - $101K
1.28K $234K
VO
Vanguard Mid Cap ETF

ETFs
-101
- 6.31%
$234.99 - $248.98 $23.7K - $25.1K
1.5K $363K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-210
- 4.72%
$83.97 - $89.72 $17.6K - $18.8K
4.24K $367K
PANW
Palo Alto Networks Inc

Technology
-250
- 26.4%
$265.2 - $340.82 $66.3K - $85.2K
697 $236K
VCIT
Vanguard Intermediate Term Cor

ETFs
-326
- 8.32%
$77.99 - $80.49 $25.4K - $26.2K
3.59K $286K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-414
- 6.18%
$59.55 - $59.81 $24.7K - $24.8K
6.29K $374K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-571
- 5.1%
$13.7 - $14.47 $7.82K - $8.26K
10.6K $149K
PSTG
Pure Storage, Inc.

Technology
-1.32K
- 19.97%
$49.46 - $68.35 $65.2K - $90.2K
5.29K $339K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-56
- 1.74%
$75.81 - $76.76 $4.25K - $4.3K
3.17K $243K
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-751
- 2.4%
N/A
30.5K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-1.96K
- 5.14%
N/A
36.2K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-24
- 2.33%
$497.53 - $549.64 $11.9K - $13.2K
1K $549K
GDDY
Go Daddy Inc.

Technology
-178
- 6.37%
$120.12 - $142.04 $21.4K - $25.3K
2.62K $365K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-301
- 1.26%
$58.24 - $64.51 $17.5K - $19.4K
23.5K $1.51M
AVGO
Broadcom Inc.

Technology
-3
- 1.22%
$1204.71 - $1828.87 $3.61K - $5.49K
243 $390K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-30
- 0.05%
$36.39 - $39.1 $1.09K - $1.17K
58.3K $2.28M
SPYG
Spdr Portfolio

ETFs
-351
- 0.91%
$68.71 - $80.95 $24.1K - $28.4K
38.4K $3.07M
GOOGL
Alphabet Inc.

Communication Services
-20
- 0.22%
$150.53 - $185.41 $3.01K - $3.71K
8.88K $1.62M
Activity Summary
Buys All Purchases 67 New Holdings 10 Increased Positions 57 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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