Epic Trust Investment Advisors, LLC Closed Holding Positions

Epic Trust Investment Advisors, LLC

  • $84.7 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Hines Global Reit Nsa
Q2 2022 Filed on Aug 05, 2022
17,676
N/A
PWR
Quanta Services, Inc.

Industrials
Q2 2022 Filed on Aug 05, 2022
3,478
$108.76 - $138.91 $378K - $483K
RH
Rh

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
1,000
$212.26 - $354.33 $212K - $354K
BA
Boeing CO

Industrials
Q2 2022 Filed on Aug 05, 2022
1,202
$115.86 - $191.18 $139K - $230K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Aug 05, 2022
1,300
$151.48 - $184.7 $197K - $240K
UNP
Union Pacific Corp

Industrials
Q2 2022 Filed on Aug 05, 2022
800
$206.45 - $259.96 $165K - $208K
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2022 Filed on Aug 05, 2022
2,506
$87.04 - $112.5 $218K - $282K
The Hartford Core Equity Fund
Q2 2022 Filed on Aug 05, 2022
27,356
N/A
DVN
Devon Energy Corp

Energy
Q2 2022 Filed on Aug 05, 2022
5,488
$53.77 - $78.04 $295K - $428K
RTX
Raytheon Technologies Corp

Industrials
Q2 2022 Filed on Aug 05, 2022
2,566
$88.88 - $104.97 $228K - $269K
LLY
Eli Lilly & CO

Healthcare
Q2 2022 Filed on Aug 05, 2022
800
$278.73 - $327.27 $223K - $262K
Ivy Limited Term Bond Fund
Q2 2022 Filed on Aug 05, 2022
20,818
N/A
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
Q2 2022 Filed on Aug 05, 2022
11,815
$16.88 - $18.7 $199K - $221K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Aug 05, 2022
3,123
$36.58 - $70.5 $114K - $220K
SWAN
Amplify ETF Tr Blackswan Growt
Q2 2022 Filed on Aug 05, 2022
8,930
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2022 Filed on Aug 05, 2022
1,998
$107.41 - $121.51 $215K - $243K
ASPY
Asymshares Asymmetric S&P 500

ETFs
Q2 2022 Filed on Aug 05, 2022
8,315
N/A
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Aug 05, 2022
1,250
$47.02 - $191.65 $58.8K - $240K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on Apr 20, 2022
3,317
$163.19 - $210.31 $541K - $698K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q1 2022 Filed on Apr 20, 2022
8,413
$46.51 - $52.43 $391K - $441K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
4,415
$68.33 - $84.32 $302K - $372K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
3,100
$67.89 - $93.49 $210K - $290K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q1 2022 Filed on Apr 20, 2022
6,069
$69.67 - $79.21 $423K - $481K
EXP
Eagle Materials Inc

Basic Materials
Q1 2022 Filed on Apr 20, 2022
1,263
$125.5 - $166.96 $159K - $211K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 20, 2022
2,175
$130.92 - $165.24 $285K - $359K
OMFL
Invesco Exchange Traded Self I

ETFs
Q1 2022 Filed on Apr 20, 2022
10,815
$44.01 - $50.53 $476K - $546K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
1,849
$79.29 - $116.68 $147K - $216K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
195
$51.26 - $136.31 $10K - $26.6K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on Apr 20, 2022
2,738
$65.63 - $82.62 $180K - $226K
IXN
Ishares Global Information Tec

ETFs
Q1 2022 Filed on Apr 20, 2022
8,357
$51.69 - $65.08 $432K - $544K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
10,073
$24.71 - $26.22 $249K - $264K
AMD
Advanced Micro Devices Inc

Technology
Q1 2022 Filed on Apr 20, 2022
1,900
$102.25 - $150.24 $194K - $285K
Track This Portfolio

Track Epic Trust Investment Advisors, LLC Portfolio

Follow Epic Trust Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epic Trust Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epic Trust Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email