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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 |
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $53K | – | – | – |
|
| 27 |
27
JP Morgan Chase
New York
| $53K | – | – | – |
|
| 28 |
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $43K | – | – | – |
|
| 29 |
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $42K | – | – | – |
|
| 30 |
NFG
30
Next Financial Group
Houston,
Texas
| $32K | – | – | – |
|
| 31 |
IA
31
IFP Advisors
Tampa,
Florida
| $29K | +$29.6K | +2,160 | New |
|
| 32 |
CFD
32
Creative Financial Designs
Kokomo,
Indiana
| $13K | – | – | – |
|
| 33 |
PWMG
33
Prestige Wealth Management Group
Flemington,
New Jersey
| $10K | – | – | – |
|
| 34 |
GWMIA
34
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $8K | -$4.39K | -320 | -36% |
|
| 35 |
LGWM
35
Litman Gregory Wealth Management
Larkspur,
California
| $6K | – | – | – |
|
| 36 |
AOWM
36
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$19K | -1,400 | Closed |
|