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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
HighTower Advisors
1
HighTower Advisors
Illinois
$1.65M +$223K +21,020 +16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.05M +$31.3K +2,950 +3%
MML Investors Services
3
MML Investors Services
Massachusetts
$598K +$591K +55,760 New
FEG
4
Financial Enhancement Group
Indiana
$420K +$5.83K +550 +1%
Stifel Financial
5
Stifel Financial
Missouri
$412K +$407K +38,400 New
MWM
6
Meridian Wealth Management
Kentucky
$397K +$74.2K +7,000 +23%
ATC
7
Argent Trust Co
Tennessee
$381K +$68.9K +6,500 +22%
CIA
8
Capital Investment Advisors
Georgia
$248K +$246K +23,160 New
IFWM
9
Institute for Wealth Management
Colorado
$213K +$211K +19,930 New
PWM
10
Perigon Wealth Management
California
$171K
Creative Planning
11
Creative Planning
Kansas
$47K -$21.4K -2,020 -32%
AG
12
Advisor Group
Arizona
$36K +$13.3K +1,250 +59%
NFG
13
Next Financial Group
Texas
$32K +$31.8K +3,000 New
WA
14
WFG Advisors
Texas
$17K -$786K -74,100 -98%
Wells Fargo
15
Wells Fargo
California
$11K
JP Morgan Chase
16
JP Morgan Chase
New York
$11K +$10.6K +1,000 New
GBBWRPM
17
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K
SG
18
StoneX Group
New York
-$1.49M -155,640 Closed
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
-$32K -3,300 Closed
TRCT
20
Tower Research Capital (TRC)
New York
-$10K -1,000 Closed