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Epic Trust Investment Advisors

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
471495882
SEC advisor number
801-120618
FINRA CRD number
281027
AUM ?
$128.46M (as of 31 Mar 21)
Accounts
1,153 (as of 31 Mar 21)
Employees
6 (6 investment advisory or research)

Investment data

Data from SEC filings
Top 50 of 66 long holdings
End of quarter 31 Dec 21
Value
 
#Shares
 
$10.11M 21.29K
$8.45M 50.32K
$6.73M 16.91K
$3.38M 49.08K
$3.25M 12.45K
$3.05M 8.4K
$2.06M 69.83K
$2.01M 61.64K
$1.67M 9.4K
$1.63M 9.29K
$1.54M 17.72K
$1.4M 23.41K
$1.32M 48.73K
$1.28M 25.4K
$1.23M 7.58K
$1.05M 3.38K
$944K 8.87K
$724K 4.23K
$720K 3.95K
$678K 3.32K
AllianzIM U.S. Large Cap Buffer20 Apr ETF
$674K 24.92K
$668K 1.99K
$665K 24.76K
$563K 13.97K
$548K 10.82K
$527K 499
$508K 2.25K
Vanguard FTSE Pacific Index Fund ETF Shares
$473K 6.07K
$470K 1.22K
$433K 1.45K
$432K 8.41K
$429K 800
$410K 448
$397K 4.91K
$380K 756
$356K 2.18K
$351K 3.72K
$351K 3.06K
$346K 7K
$344K 2.66K
$321K 1.6K
HMS Income Fund Inc Nsa
$317K 41.97K
Inpoint Commercial Real Estate Income Inc NS
$311K 15.53K
$309K 2.87K
$308K 8.93K
$306K 862
$297K 1.18K
$273K 1.9K
$269K 10.07K
$269K 195
Holdings list only includes long positions. Only includes long positions.

Calendar

21 Jan 22
31 Dec 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings