Caerus Investment Advisors, LLC
Position in AXP — American Express Co
CIK 1862682
WEST LAKE HILLS, TX
Position in AXP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$344,676
+$20,418 QoQ
Shares Held
1,019
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,272
of 2,990 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Jun 30, 2026CallValue
$338,250
CallShares
1,000
PutValue
$101,475
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Caerus Investment Advisors, LLC holds $2,478,628 across 6 Credit Services names. AXP ranks #3 (13.9% of the industry book) .
All Filings in AXP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,475 | 300 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $344,676 | 1,019 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $338,250 | 1,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $302,480 | 1,000 | Call | Sole | 2026-06-01 | |
| 2026-03-31 | $324,258 | 1,072 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $369,950 | 1,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $332,160 | 1,000 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $637,960 | 2,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $538,100 | 2,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $593,580 | 2,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $542,400 | 2,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $463,100 | 2,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $455,380 | 2,000 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $374,680 | 2,000 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $298,380 | 2,000 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $348,400 | 2,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $329,900 | 2,000 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $295,500 | 2,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $269,820 | 2,000 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $360,412 | 2,600 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $486,200 | 2,600 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $425,360 | 2,600 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||