Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BAX
Baxter International Inc

Healthcare
Q2 2022 Filed on Jul 14, 2022
2,789
$63.83 - $80.0 $178K - $223K
SONY
Sony Group Corp

Technology
Q2 2022 Filed on Jul 14, 2022
2,108
$80.06 - $105.04 $169K - $221K
GPN
Global Payments Inc

Industrials
Q2 2022 Filed on Jul 14, 2022
2,815
$106.98 - $144.6 $301K - $407K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
Q2 2022 Filed on Jul 14, 2022
11,800
$15.38 - $19.65 $181K - $232K
RWL
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 14, 2022
2,742
$68.34 - $82.04 $187K - $225K
Preferred Apt Cmntys Inc Com
Q2 2022 Filed on Jul 14, 2022
56,007
N/A
VOX
Vanguard Communication Service

ETFs
Q2 2022 Filed on Jul 14, 2022
2,604
$91.39 - $123.66 $238K - $322K
NVAX
Novavax Inc

Healthcare
Q2 2022 Filed on Jul 14, 2022
47,630
$36.28 - $75.29 $1.73M - $3.59M
SRCL
Stericycle Inc

Industrials
Q2 2022 Filed on Jul 14, 2022
3,669
$40.89 - $58.95 $150K - $216K
Draftkings Inc Com Cl A
Q2 2022 Filed on Jul 14, 2022
10,700
N/A
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q2 2022 Filed on Jul 14, 2022
8,817
$49.67 - $65.18 $438K - $575K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q2 2022 Filed on Jul 14, 2022
2,809
$95.76 - $97.76 $269K - $275K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
Q2 2022 Filed on Jul 14, 2022
10,037
$13.81 - $17.72 $139K - $178K
CTLT
Catalent, Inc.

Healthcare
Q2 2022 Filed on Jul 14, 2022
2,550
$87.2 - $114.05 $222K - $291K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q2 2022 Filed on Jul 14, 2022
50,237
$32.66 - $40.41 $1.64M - $2.03M
FEMB
First Tr ETF Emerging Markets

ETFs
Q2 2022 Filed on Jul 14, 2022
6,893
$26.71 - $30.35 $184K - $209K
JSML
Janus Detroit Str Tr Henderson

ETFs
Q2 2022 Filed on Jul 14, 2022
7,211
$44.67 - $57.69 $322K - $416K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
Q2 2022 Filed on Jul 14, 2022
9,123
$28.96 - $35.61 $264K - $325K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
Q2 2022 Filed on Jul 14, 2022
38,124
$39.06 - $52.27 $1.49M - $1.99M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
Q2 2022 Filed on Jul 14, 2022
12,159
$33.51 - $41.07 $407K - $499K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
Q2 2022 Filed on Jul 14, 2022
15,783
$26.77 - $31.56 $423K - $498K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Jul 14, 2022
7,474
$43.35 - $54.51 $324K - $407K
Toughbuilt Inds Inc Com
Q2 2022 Filed on Jul 14, 2022
12,000
N/A
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
Q2 2022 Filed on Jul 14, 2022
73,263
$29.59 - $32.37 $2.17M - $2.37M
TSJA
Innovator Etfs Tr Triple Stack
Q2 2022 Filed on Jul 14, 2022
9,603
N/A
UHAL
Amerco

Industrials
Q1 2022 Filed on May 02, 2022
345
$556.91 - $725.62 $192K - $250K
AWK
American Water Works Company, Inc.

Utilities
Q1 2022 Filed on May 02, 2022
1,196
$146.29 - $184.14 $175K - $220K
CWT
California Water Service Group

Utilities
Q1 2022 Filed on May 02, 2022
4,112
$55.97 - $71.87 $230K - $296K
ESS
Essex Property Trust, Inc.

Real Estate
Q1 2022 Filed on May 02, 2022
686
$313.79 - $356.74 $215K - $245K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2022 Filed on May 02, 2022
6,774
$30.23 - $35.5 $205K - $240K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
6,521
$40.3 - $51.35 $263K - $335K
VMW
Vmware, Inc.

Technology
Q1 2022 Filed on May 02, 2022
1,886
$108.69 - $135.87 $205K - $256K
ACRE
Ares Commercial Real Estate Corp

Real Estate
Q1 2022 Filed on May 02, 2022
15,745
$13.89 - $15.73 $219K - $248K
BIIB
Biogen Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
897
$193.77 - $244.14 $174K - $219K
DXC
Dxc Technology CO

Technology
Q1 2022 Filed on May 02, 2022
6,832
$28.95 - $38.82 $198K - $265K
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q1 2022 Filed on May 02, 2022
6,586
$30.14 - $34.01 $199K - $224K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q1 2022 Filed on May 02, 2022
14,626
$19.1 - $22.29 $279K - $326K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q1 2022 Filed on May 02, 2022
18,098
$30.75 - $36.66 $557K - $663K
EPHE
Ishares Msci Philippines ETF

ETFs
Q1 2022 Filed on May 02, 2022
9,823
$29.17 - $33.04 $287K - $325K
XT
Ishares Tr Exponential Technol

ETFs
Q1 2022 Filed on May 02, 2022
4,980
$53.33 - $66.42 $266K - $331K
KEYS
Keysight Technologies, Inc.

Technology
Q1 2022 Filed on May 02, 2022
3,240
$143.98 - $202.66 $466K - $657K
NTAP
Net App, Inc.

Technology
Q1 2022 Filed on May 02, 2022
6,026
$77.33 - $95.48 $466K - $575K
PPL
Ppl Corp

Utilities
Q1 2022 Filed on May 02, 2022
15,383
$25.45 - $30.25 $391K - $465K
PDI
Pimco Dynamic Income Fund

Financial Services
Q1 2022 Filed on May 02, 2022
9,662
$22.11 - $26.52 $214K - $256K
KBE
Spdr S&P Bank ETF

ETFs
Q1 2022 Filed on May 02, 2022
4,044
$51.35 - $60.41 $208K - $244K
SYF
Synchrony Financial

Financial Services
Q1 2022 Filed on May 02, 2022
4,904
$34.76 - $49.46 $170K - $243K
Wisdomtree Floating Rate Treasury Fund
Q1 2022 Filed on May 02, 2022
13,476
N/A
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
Q1 2022 Filed on May 02, 2022
13,161
$23.53 - $26.68 $310K - $351K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
10,978
$15.38 - $23.72 $169K - $260K
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