CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Impact Shares NAACP Minority Empowerment ETF NACP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio NACP Stock Details NACP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,397
Closed -$50K – 5054
2021
Q4 		$50K Buy
+1,397
New +$49.2K ﹤0.01% 2668

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William Blair & Company
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Susquehanna International Group
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SSCA
South Shore Capital Advisors Cohasset, Massachusetts $137M AUM
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

CAPTRUST Financial Advisors's NACP Position: Q1 2022 in Review

CAPTRUST Financial Advisors sold out of Impact Shares NAACP Minority Empowerment ETF (NACP) in Q1 2022, closing a stake of 1,397 shares — an estimated $50K sold.

CAPTRUST Financial Advisors first reported a position in NACP in Q4 2021 and held it in 1 quarter. The position peaked at $50K in Q4 2021. 21 funds tracked by Wall St. Rank hold NACP as of Q1 2022.

  • CAPTRUST Financial Advisors reported no remaining Impact Shares NAACP Minority Empowerment ETF position as of Q1 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,397 Impact Shares NAACP Minority Empowerment ETF shares in Q1 2022, an estimated $50K.
  • CAPTRUST Financial Advisors first reported a position in Impact Shares NAACP Minority Empowerment ETF in Q4 2021 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Impact Shares NAACP Minority Empowerment ETF position peaked at $50K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held Impact Shares NAACP Minority Empowerment ETF as of Q1 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.