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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
ASN
26
Advisory Services Network
Georgia
$502K +$486K +23,930 New
TWM
27
TMD Wealth Management
Arizona
$480K +$221K +10,864 +90%
AIA
28
Armor Investment Advisors
North Carolina
$326K -$10.2K -500 -3%
Northern Trust
29
Northern Trust
Illinois
$319K +$309K +15,230 New
Ameriprise
30
Ameriprise
Minnesota
$316K -$282K -13,895 -48%
AWA
31
Arete Wealth Advisors
Illinois
$287K -$1.63K -80 -0.6%
CAN
32
Cetera Advisor Networks
California
$224K +$217K +10,680 New
SWM
33
Sugarloaf Wealth Management
Georgia
$212K -$14.2K -700 -6%
CFD
34
Creative Financial Designs
Indiana
$126K +$14.2K +700 +13%
AA
35
Ancora Advisors
Ohio
$94K
GWM
36
Geneos Wealth Management
Colorado
$87K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$43K -$373K -18,360 -90%
RG
38
Retirement Group
California
$39K
Morgan Stanley
39
Morgan Stanley
New York
$31K
EIP
40
Ellis Investment Partners
Pennsylvania
$25K +$13.2K +650 +118%
JP Morgan Chase
41
JP Morgan Chase
New York
$19K +$18.3K +900 New
VNA
42
Valley National Advisers
Pennsylvania
$7K
PA
43
Parallel Advisors
California
$4K
UBS Group
44
UBS Group
Switzerland
$4K +$4K +197 New
TCM
45
TD Capital Management
Tennessee
$3K +$3.25K +160 New
BRWA
46
B. Riley Wealth Advisors
Florida
-$8.06M -420,400 Closed
IAIM
47
International Assets Investment Management
Florida
-$5.03M -280,740 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
-$124K -6,230 Closed