TSWM
CAPD

Tyler-Stone Wealth Management’s iPath Shiller CAPE ETN CAPD Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-41,740
Closed -$780K – 920
2022
Q2 		$780K Buy
41,740
+2,400
+6% +$48.7K 0.52% 43
2022
Q1 		$877K Buy
39,340
+150
+0.4% +$3.27K 0.48% 45
2021
Q4 		$892K Buy
+39,190
New +$866K 0.47% 47

Other funds holding CAPD

HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Tyler-Stone Wealth Management's CAPD Position: Q3 2022 in Review

Tyler-Stone Wealth Management sold out of iPath Shiller CAPE ETN (CAPD) in Q3 2022, closing a stake of 41,740 shares — an estimated $780K sold.

Tyler-Stone Wealth Management first reported a position in CAPD in Q4 2021 and held it in 3 quarters. The position peaked at $892K in Q4 2021. 52 funds tracked by Wall St. Rank hold CAPD as of Q3 2022.

  • Tyler-Stone Wealth Management reported no remaining iPath Shiller CAPE ETN position as of Q3 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 41,740 iPath Shiller CAPE ETN shares in Q3 2022, an estimated $780K.
  • Tyler-Stone Wealth Management first reported a position in iPath Shiller CAPE ETN in Q4 2021 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's iPath Shiller CAPE ETN position peaked at $892K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q3 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.