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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

IRD holding history

Opus Genetics, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IRD overviewAll 13F holders of IRDFull Q2 2026 holdings

Shares (Q2 2026)
32,000
Value
$131.5K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2022
Holdings of IRD by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,000$131.5K<0.1%00.0%UnchangedHolders
Q1 202632,000$145.6K<0.1%00.0%UnchangedHolders
Q4 202532,000$64.3K<0.1%00.0%UnchangedHolders
Q3 202532,000$52.8K<0.1%00.0%UnchangedHolders
Q2 202532,000$30.1K<0.1%+4,000+14.3%AddedHolders
Q1 202528,000$27.5K<0.1%00.0%UnchangedHolders
Q4 202428,000$33.3K<0.1%+10,000+55.6%AddedHolders
Q3 202418,000$23.6K<0.1%00.0%UnchangedHolders
Q2 202418,000$27.5K<0.1%00.0%UnchangedHolders
Q1 202418,000$36.2K<0.1%00.0%UnchangedHolders
Q4 202318,000$54.2K<0.1%00.0%UnchangedHolders
Q3 202318,000$60.3K<0.1%−10.0%ReducedHolders
Q2 202318,001$78.1K<0.1%−1,500−7.7%ReducedHolders
Q1 202319,501$73.1K<0.1%+19,501NewHolders
Q4 20220$00.0%−19,501−100.0%Sold outHolders
Q3 202219,501$39.0K<0.1%+18,001+1,200.1%AddedHolders
Q2 20221,500$3.00K<0.1%00.0%UnchangedHolders
Q1 20221,500$5.00K<0.1%+1,500NewHolders