Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IOCT
Innovator Etfs Tr Intl Dev Pow
1.63K
+ 1.91%
N/A
87K $0
Innovator U.S. Equity 10 Buffer ETF Quarterly
158K
+ 21.36%
N/A
897K $0
PSEP
Innovator U.S. Equity Power Bu
3.02K
+ 8.52%
N/A
38.5K $0
Innovex International Inc Com
5.8K
+ 29.03%
N/A
25.8K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
13K
+ 47.38%
N/A
40.4K $0
Invesco Bulletshares 2032 Municipal Bond ETF
6.87K
+ 69.7%
N/A
16.7K $0
Invesco Bulletshares 2033 Corporate Bond ETF
11.2K
+ 80.94%
N/A
25K $0
Invesco Bulletshares 2033 Municipal Bond ETF
13.5K
New
N/A
13.5K $0
Invesco Bulletshares 2034 Corporate Bond ETF
12.6K
New
N/A
12.6K $0
Invesco Bulletshares 2034 Municipal Bond ETF
8.64K
New
N/A
8.64K $0
Ishares Bitcoin Trust ETF
397K
+ 134.74%
N/A
692K $0
Ishares Dynamic Equity Active ETF
17.9K
New
N/A
17.9K $0
Ishares Ethereum Trust ETF
37.5K
+ 189.7%
N/A
57.3K $0
Ishares Flexible Income Active ETF
12.2K
+ 91.23%
N/A
25.7K $0
Ishares Ibonds 2030 Term High Yield And Income ETF
208
+ 1.57%
N/A
13.5K $0
Ishares Large Cap Deep Quarterly Laddered ETF
34.1K
+ 9.0%
N/A
412K $0
Ishares Large Cap Moderate Quarterly Laddered ETF
22.2K
+ 6.8%
N/A
349K $0
Ishares Total Return Active ETF
9.79K
New
N/A
9.79K $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
328
+ 12.23%
N/A
3.01K $0
James Hardie Inds PLC Ord Shs
31.8K
New
N/A
31.8K $0
Jpmorgan Active Bond ETF
4.18M
New
N/A
4.18M $0
JGRO
J P Morgan Exchange Traded Fd
96K
+ 2.64%
N/A
3.73M $0
Jpmorgan Limited Duration Bond ETF
295
+ 0.92%
N/A
32.4K $0
Jpmorgan Mortgage Backed Securities ETF
986K
New
N/A
986K $0
Karman Hldgs Inc Common Stock
13.5K
New
N/A
13.5K $0
Kodiak Gas Svcs Inc Com
1.12K
+ 6.62%
N/A
18K $0
Lam Research Corp Com New
21.7K
+ 1.77%
N/A
1.24M $0
Landbridge Company LLC Cl A
18.5K
+ 7.43%
N/A
267K $0
Lazard Inc Com
1.23K
+ 11.84%
N/A
11.6K $0
DRS
Leonardo Drs, Inc.
8.23K
New
N/A
8.23K $0
Liberty Global LTD Com Cl A
37.7K
New
N/A
37.7K $0
Liberty Media Corp Del Com Lbty One S C
2.57K
+ 73.54%
N/A
6.06K $0
Lifex 2035 Income Bucket ETF
5.3K
+ 26.2%
N/A
25.5K $0
Loar Holdings Inc Com Shs
8
+ 0.07%
N/A
12.2K $0
Maplebear Inc Com
103K
+ 26.24%
N/A
498K $0
Masterbrand Inc Common Stock
348
+ 1.56%
N/A
22.7K $0
Millrose Pptys Inc Com Cl A
512
+ 5.1%
N/A
10.6K $0
Mntn Inc Cl A
281K
New
N/A
281K $0
MOGA
Moog Inc Cla
1.1K
+ 26.82%
N/A
5.18K $0
Natwest Group PLC Spons Adr
3.61K
+ 13.79%
N/A
29.8K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
1.15K
+ 14.98%
N/A
8.86K $0
Neuberger Berman Emerging Markets Debt Hard Currency ETF
49.8K
New
N/A
49.8K $0
Newsmax Inc Com Shs Class B
13.8K
New
N/A
13.8K $0
Nextracker Inc Class A Com
2.06K
+ 17.51%
N/A
13.8K $0
Niocorp Devs LTD Com New
13.1K
New
N/A
13.1K $0
Noble Corp PLC Ord Shs A
1.39K
+ 10.29%
N/A
14.9K $0
OXYWS
Occidental Pete Corp Wt Exp 08
28
+ 0.14%
N/A
19.5K $0
Pacer Us Small Cap Cash Cows Growth Leaders ETF
388
+ 2.27%
N/A
17.4K $0
Paramount Skydance Corp Com Cl B
16.5K
New
N/A
16.5K $0
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
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email