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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
$621K
TWM
27
TMD Wealth Management
Arizona
$576K +$95.5K +4,438 +19%
CA
28
Cetera Advisors
Colorado
$430K +$439K +20,390 New
AWA
29
Arete Wealth Advisors
Illinois
$363K +$68.1K +3,164 +23%
AIA
30
Armor Investment Advisors
North Carolina
$328K
Northern Trust
31
Northern Trust
Illinois
$321K
RIA
32
Realta Investment Advisors
Delaware
$294K +$301K +13,970 New
JWCA
33
J.W. Cole Advisors
Florida
$293K +$248K +11,518 New
Ameriprise
34
Ameriprise
Minnesota
$283K -$34.6K -1,609 -11%
SWM
35
Sugarloaf Wealth Management
Georgia
$213K
LTI
36
Laffer Tengler Investments
Tennessee
$185K +$189K +8,770 New
CFD
37
Creative Financial Designs
Indiana
$126K
AA
38
Ancora Advisors
Ohio
$95K
GWM
39
Geneos Wealth Management
Colorado
$88K
Morgan Stanley
40
Morgan Stanley
New York
$83K +$52.1K +2,420 +161%
RG
41
Retirement Group
California
$40K
EIP
42
Ellis Investment Partners
Pennsylvania
$25K
VNA
43
Valley National Advisers
Pennsylvania
$7K
PA
44
Parallel Advisors
California
$4K
TCM
45
TD Capital Management
Tennessee
$3K
ASN
46
Advisory Services Network
Georgia
-$502K -23,930 Closed
JP Morgan Chase
47
JP Morgan Chase
New York
-$19K -900 Closed
UBS Group
48
UBS Group
Switzerland
-$4K -197 Closed