Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AX
Axos Financial, Inc.

Financial Services
2.49K
New
$78.32 - $92.31 $195K - $230K
2.49K $211K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
5.55K
New
$32.29 - $38.12 $179K - $212K
5.55K $211K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
8.77K
+ 43.76%
$22.71 - $23.24 $199K - $204K
28.8K $665K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
7.43K
+ 93.61%
$26.16 - $27.65 $194K - $205K
15.4K $421K
PWP
Perella Weinberg Partners

Financial Services
9.78K
New
$19.12 - $23.14 $187K - $226K
9.78K $211K
FNB
Fnb Corp

Financial Services
4.74K
+ 5.43%
$14.75 - $16.79 $70K - $79.7K
92K $1.48M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.17K
New
$82.22 - $96.68 $179K - $210K
2.17K $210K
SAFT
Safety Insurance Group Inc

Financial Services
2.97K
New
$69.3 - $79.05 $206K - $235K
2.97K $210K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
5.88K
New
$28.71 - $37.46 $169K - $220K
5.88K $208K
HAFC
Hanmi Financial Corp

Financial Services
8.44K
New
$22.37 - $26.52 $189K - $224K
8.44K $208K
IESC
Ies Holdings, Inc.

Industrials
523
New
$289.3 - $397.65 $151K - $208K
523 $207K
WSFS
Wsfs Financial Corp

Financial Services
3.85K
New
$53.34 - $59.17 $205K - $228K
3.85K $207K
AAON
Aaon, Inc.

Industrials
41
+ 0.4%
$72.08 - $94.26 $2.96K - $3.86K
10.3K $962K
NI
Nisource Inc.

Utilities
1.63K
+ 3.55%
$39.0 - $43.33 $63.5K - $70.5K
47.5K $2.06M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
4.74K
New
$41.26 - $43.63 $195K - $207K
4.74K $205K
QUIK
Quicklogic Corp

Technology
34.1K
New
$4.91 - $7.05 $167K - $240K
34.1K $205K
SNN
Smith & Nephew PLC

Healthcare
5.65K
New
$29.33 - $38.7 $166K - $219K
5.65K $205K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
5
+ 0.09%
$231.32 - $272.35 $1.16K - $1.36K
5.81K $1.58M
VST
Vistra Corp.

Utilities
889
+ 6.08%
$182.0 - $217.92 $162K - $194K
15.5K $3.04M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
3.88K
+ 8.21%
$50.37 - $50.7 $196K - $197K
51.1K $2.59M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
649
+ 0.86%
$33.78 - $36.74 $21.9K - $23.8K
76.2K $2.78M
UPRO
Proshares Trust Proshares Ultr

ETFs
1.84K
New
$91.26 - $112.39 $168K - $206K
1.84K $204K
UNFI
United Natural Foods Inc

Consumer Defensive
10
+ 0.07%
$22.62 - $37.62 $226 - $376
14.2K $534K
HP
Helmerich & Payne, Inc.

Energy
6.03K
+ 60.2%
$15.35 - $22.65 $92.5K - $136K
16K $354K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
2.37K
New
$84.77 - $103.36 $201K - $245K
2.37K $202K
AEE
Ameren Corp

Utilities
388
+ 2.0%
$95.0 - $104.38 $36.9K - $40.5K
19.8K $2.06M
CUZ
Cousins Properties Inc

Real Estate
6.96K
New
$26.53 - $29.82 $185K - $207K
6.96K $201K
IHF
Ishares Tr

ETFs
4.08K
New
$40.81 - $49.43 $166K - $201K
4.08K $201K
STVN
Stevanato Group S.P.A.

Healthcare
7.82K
New
$21.65 - $27.95 $169K - $218K
7.82K $201K
VCYT
Veracyte, Inc.

Healthcare
5.86K
New
$23.03 - $34.33 $135K - $201K
5.86K $201K
AFRM
Affirm Holdings, Inc.

Technology
1.26K
+ 4.6%
$64.05 - $92.18 $80.9K - $116K
28.7K $2.1M
APPF
Appfolio Inc

Technology
458
+ 28.01%
$229.81 - $321.25 $105K - $147K
2.09K $576K
ENR
Energizer Holdings, Inc.

Industrials
8.07K
New
$21.07 - $29.86 $170K - $241K
8.07K $200K
EFSC
Enterprise Financial Services Corp

Financial Services
3.46K
New
$53.81 - $61.68 $186K - $213K
3.46K $200K
EWJ
Ishares Msci Japan ETF

ETFs
2.5K
New
$71.69 - $81.49 $179K - $204K
2.5K $200K
AVUS
American Centy ETF Tr Avantis

ETFs
935
+ 7.59%
$101.2 - $109.16 $94.6K - $102K
13.2K $1.44M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
702
+ 1.8%
$64.58 - $69.94 $45.3K - $49.1K
39.6K $2.75M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1.54K
+ 9.8%
$79.83 - $84.0 $123K - $129K
17.2K $1.44M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
555
+ 6.73%
$83.08 - $100.2 $46.1K - $55.6K
8.81K $882K
VPN
Global X Fds Data Ctr Reits &

ETFs
12.4K
New
N/A
12.4K $197K
IIIN
Insteel Industries Inc

Industrials
1.06K
+ 0.77%
$35.31 - $39.67 $37.5K - $42.1K
139K $5.32M
BSMU
Invesco Exchange Self Ind Tr

ETFs
8.53K
+ 35.98%
$21.43 - $22.06 $183K - $188K
32.3K $706K
PRI
Primerica, Inc.

Financial Services
690
+ 48.87%
$255.46 - $285.58 $176K - $197K
2.1K $583K
FOLD
Amicus Therapeutics, Inc.

Healthcare
24.9K
New
$5.84 - $8.57 $146K - $214K
24.9K $196K
PPTA
Perpetua Resources Corp.

Basic Materials
2.94K
+ 17.8%
$11.92 - $21.16 $35K - $62.2K
19.5K $396K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.36K
+ 4.52%
$43.1 - $44.6 $145K - $150K
77.8K $3.44M
KURA
Kura Oncology, Inc.

Healthcare
22.1K
New
$5.54 - $9.05 $122K - $200K
22.1K $195K
FUBO
Fubo Tv Inc.

Communication Services
37.3K
+ 28.37%
$3.31 - $4.56 $124K - $170K
169K $700K
STNG
Scorpio Tankers Inc.

Energy
1.74K
+ 30.49%
$39.9 - $60.85 $69.3K - $106K
7.44K $416K
Activity Summary
Buys All Purchases 1526 New Holdings 239 Increased Positions 1287 Sells All Sells 981 Reductions 981 Sold out 0 Options Calls 0 Puts 0
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