Cresset Asset Management’s AppTech Payments APCX Stock Holding History

Cresset Asset Management’s Portfolio APCX Stock Details APCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,000	Closed	-$4.15K	–	1454
2025 Q1	$4.15K	Hold	10,000	–	–	﹤0.01%	1708
2024 Q4	$5.2K	Hold	10,000	–	–	﹤0.01%	1745
2024 Q3	$5.98K	Buy	+10,000	New	+$8.95K	﹤0.01%	2177

Other funds holding APCX

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Cresset Asset Management's APCX Position: Q2 2025 in Review

Cresset Asset Management sold out of AppTech Payments (APCX) in Q2 2025, closing a stake of 10,000 shares — an estimated $4.15K sold.

Cresset Asset Management first reported a position in APCX in Q3 2024 and held it in 3 quarters. The position peaked at $5.98K in Q3 2024. 5 funds tracked by Wall St. Rank hold APCX as of Q2 2025.

Cresset Asset Management reported no remaining AppTech Payments position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 10,000 AppTech Payments shares in Q2 2025, an estimated $4.15K.
Cresset Asset Management first reported a position in AppTech Payments in Q3 2024 and held it in 3 quarters.
Cresset Asset Management's AppTech Payments position peaked at $5.98K in Q3 2024.
5 funds tracked by Wall St. Rank held AppTech Payments as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.