Truist Financial
CAPD

Truist Financial’s iPath Shiller CAPE ETN CAPD Stock Holding History

Truist Financial’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
Q2 		– Sell
-12,690
Closed – – 2814
2022
Q1 		$0 Buy
+12,690
New +$277K ﹤0.01% 2905

Other funds holding CAPD

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HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 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

Truist Financial's CAPD Position: Q2 2022 in Review

Truist Financial sold out of iPath Shiller CAPE ETN (CAPD) in Q2 2022, closing a stake of 12,690 shares.

Truist Financial first reported a position in CAPD in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 56 funds tracked by Wall St. Rank hold CAPD as of Q2 2022.

  • Truist Financial reported no remaining iPath Shiller CAPE ETN position as of Q2 2022 after selling out during the quarter.
  • Truist Financial sold 12,690 iPath Shiller CAPE ETN shares in Q2 2022.
  • Truist Financial first reported a position in iPath Shiller CAPE ETN in Q1 2022 and held it in 1 quarter.
  • Truist Financial's iPath Shiller CAPE ETN position peaked at $0 in Q1 2022.
  • 56 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.