CAPTRUST Financial Advisors
BYOB

CAPTRUST Financial Advisors’s Tidal ETF Trust SoFi Be Your Own Boss ETF BYOB Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BYOB Stock Details BYOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12
Closed – – 4340
2022
Q2 		$0 Hold
12
– – ﹤0.01% 5210
2022
Q1 		$0 Hold
12
– – ﹤0.01% 5207
2021
Q4 		$0 Hold
12
– – ﹤0.01% 4971
2021
Q3 		$0 Hold
12
– – ﹤0.01% 4808
2021
Q2 		$0 Hold
12
– – ﹤0.01% 4697
2021
Q1 		$0 Buy
+12
New +$489 ﹤0.01% 4506

Other funds holding BYOB

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAPTRUST Financial Advisors's BYOB Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Tidal ETF Trust SoFi Be Your Own Boss ETF (BYOB) in Q3 2022, closing a stake of 12 shares.

CAPTRUST Financial Advisors first reported a position in BYOB in Q1 2021 and held it in 6 quarters. The position peaked at $0 in Q2 2022. 6 funds tracked by Wall St. Rank hold BYOB as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Tidal ETF Trust SoFi Be Your Own Boss ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 12 Tidal ETF Trust SoFi Be Your Own Boss ETF shares in Q3 2022.
  • CAPTRUST Financial Advisors first reported a position in Tidal ETF Trust SoFi Be Your Own Boss ETF in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Tidal ETF Trust SoFi Be Your Own Boss ETF position peaked at $0 in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Tidal ETF Trust SoFi Be Your Own Boss ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.