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CAPD
iPath Shiller CAPE ETN
CAPD
CAPD
Delisted
CAPD was delisted on the 11th of October, 2022.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
NFG
26
Next Financial Group
Houston,
Texas
| $37K | +$40.3K | +3,310 | New |
|
| 27 |
AOWM
27
Alpha Omega Wealth Management
Richmond,
Virginia
| $30K | -$49.3K | -4,050 | -60% |
|
| 28 |
GWMIA
28
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $12K | +$13.3K | +1,090 | New |
|
| 29 |
PWMG
29
Prestige Wealth Management Group
Flemington,
New Jersey
| $8K | +$8.51K | +700 | New |
|
| 30 |
LGWM
30
Litman Gregory Wealth Management
Larkspur,
California
| $5K | – | – | – |
|
| 31 |
31
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$383K | -28,900 | Closed |
|
| 32 |
AIA
32
Armor Investment Advisors
Raleigh,
North Carolina
| – | -$218K | -16,450 | Closed |
|
| 33 |
PWM
33
Perigon Wealth Management
San Francisco,
California
| – | -$211K | -15,900 | Closed |
|
| 34 |
JFA
34
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$90K | -6,750 | Closed |
|
| 35 |
AA
35
Ancora Advisors
Cleveland,
Ohio
| – | -$53K | -4,000 | Closed |
|