Question 1

Does Captrust own IQDG stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Captrust holds 353,215 shares of IQDG, worth $15.2M.

Question 2

How many shares of IQDG does Captrust own?

Accepted Answer

As of its Q2 2026 13F, Captrust holds 353,215 shares of IQDG.

Question 3

What is Captrust's IQDG position worth?

Accepted Answer

As of its Q2 2026 13F, Captrust's IQDG position is worth $15.2M.

Question 4

Is Captrust buying or selling IQDG?

Accepted Answer

In Q2 2026, Captrust increased its IQDG position by 41,313 shares (+13.3%).

Question 5

When did Captrust first buy IQDG?

Accepted Answer

Captrust first reported IQDG in its Q1 2025 13F and has listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	353,215	+13.3%	$15.2M	0.0%	$42.96	32
2026-Q1	Increased	311,902	+71.6%	$12.5M	0.0%	$39.46	42
2025-Q4	Increased	181,716	+11.7%	$7.5M	0.0%	$40.74	31
2025-Q3	Increased	162,633	+8.1%	$6.5M	0.0%	$38.94	29
2025-Q2	Increased	150,437	+15.5%	$6M	0.0%	$38.57	31
2025-Q1	New	130,265	-	$4.6M	0.0%	$34.28	37

IQDG6 quarters

IQDG
6 quarters