AWS
CAPD

Atria Wealth Solutions’s iPath Shiller CAPE ETN CAPD Stock Holding History

Atria Wealth Solutions’s Portfolio CAPD Stock Details CAPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-23,090
Closed -$431K – 1886
2022
Q2 		$431K Buy
+23,090
New +$469K 0.01% 1047

Other funds holding CAPD

HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Wealth Solutions's CAPD Position: Q3 2022 in Review

Atria Wealth Solutions sold out of iPath Shiller CAPE ETN (CAPD) in Q3 2022, closing a stake of 23,090 shares — an estimated $431K sold.

Atria Wealth Solutions first reported a position in CAPD in Q2 2022 and held it in 1 quarter. The position peaked at $431K in Q2 2022. 52 funds tracked by Wall St. Rank hold CAPD as of Q3 2022.

  • Atria Wealth Solutions reported no remaining iPath Shiller CAPE ETN position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 23,090 iPath Shiller CAPE ETN shares in Q3 2022, an estimated $431K.
  • Atria Wealth Solutions first reported a position in iPath Shiller CAPE ETN in Q2 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's iPath Shiller CAPE ETN position peaked at $431K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.