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CAPD

iPath Shiller CAPE ETN

Delisted

CAPD was delisted on the 11th of October, 2022.

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$595K
Ameriprise
27
Ameriprise
Minnesota
$555K -$354K -19,160 -40%
AIA
28
Armor Investment Advisors
North Carolina
$308K -$9.23K -500 -3%
AWA
29
Arete Wealth Advisors
Illinois
$271K -$41K -2,220 -14%
TWM
30
TMD Wealth Management
Arizona
$231K +$222K +12,040 New
SWM
31
Sugarloaf Wealth Management
Georgia
$194K +$12.9K +700 +7%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$124K +$26.2K +1,420 +30%
CFD
33
Creative Financial Designs
Indiana
$102K
AA
34
Ancora Advisors
Ohio
$86K
GWM
35
Geneos Wealth Management
Colorado
$83K
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$43K
RG
37
Retirement Group
California
$36K
Morgan Stanley
38
Morgan Stanley
New York
$29K -$24.7K -1,340 -47%
EIP
39
Ellis Investment Partners
Pennsylvania
$11K
VNA
40
Valley National Advisers
Pennsylvania
$6K
PA
41
Parallel Advisors
California
$4K
WP
42
WealthShield Partners
North Carolina
-$590K -33,150 Closed
Brown Advisory
43
Brown Advisory
Maryland
-$481K -27,000 Closed
ACM
44
Avalon Capital Management
California
-$258K -14,500 Closed
ASN
45
Advisory Services Network
Georgia
-$55K -3,110 Closed
NFG
46
Next Financial Group
Texas
-$17K -960 Closed