Moss Adams Wealth Advisors’s AppTech Payments APCX Stock Holding History

Moss Adams Wealth Advisors’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	-85,000	Closed	-$35.3K	–	257
2025 Q1	$35.3K	Hold	85,000	–	–	﹤0.01%	214
2024 Q4	$44.2K	Buy	85,000 +45,000	+113%	+$26.6K	﹤0.01%	205
2024 Q3	$23.9K	Hold	40,000	–	–	﹤0.01%	202
2024 Q2	$37.6K	Buy	+40,000	New	+$36.4K	0.01%	172
2024 Q1	–	Sell	-15,000	Closed	-$29.9K	–	153
2023 Q4	$29.9K	Hold	15,000	–	–	0.01%	119
2023 Q3	$49.4K	Hold	15,000	–	–	0.02%	120
2023 Q2	$29.6K	Hold	15,000	–	–	0.01%	116
2023 Q1	$22.4K	Buy	15,000 +5,000	+50%	+$12.1K	0.01%	125
2022 Q4	$23.7K	Buy	+10,000	New	+$9.23K	0.01%	137

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

Moss Adams Wealth Advisors's APCX Position: Q2 2025 in Review

Moss Adams Wealth Advisors sold out of AppTech Payments (APCX) in Q2 2025, closing a stake of 85,000 shares — an estimated $35.3K sold.

Moss Adams Wealth Advisors first reported a position in APCX in Q4 2022 and held it in 9 quarters. The position peaked at $49.4K in Q3 2023. 5 funds tracked by Wall St. Rank hold APCX as of Q2 2025.

Moss Adams Wealth Advisors reported no remaining AppTech Payments position as of Q2 2025 after selling out during the quarter.
Moss Adams Wealth Advisors sold 85,000 AppTech Payments shares in Q2 2025, an estimated $35.3K.
Moss Adams Wealth Advisors first reported a position in AppTech Payments in Q4 2022 and held it in 9 quarters.
Moss Adams Wealth Advisors's AppTech Payments position peaked at $49.4K in Q3 2023.
5 funds tracked by Wall St. Rank held AppTech Payments as of Q2 2025.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.