Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
Q2 2022 Filed on Jul 14, 2022
11,800
$15.38 - $19.65 $181K - $232K
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
QINT
American Centy ETF Tr Quality

ETFs
Q2 2022 Filed on Jul 14, 2022
9,677
$38.78 - $46.34 $375K - $448K
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
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
Q2 2022 Filed on Jul 14, 2022
15,783
$26.77 - $31.56 $423K - $498K
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
DXC
Dxc Technology CO

Technology
Q1 2022 Filed on May 02, 2022
6,832
$28.95 - $38.82 $198K - $265K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q1 2022 Filed on May 02, 2022
14,626
$19.1 - $22.29 $279K - $326K
EPHE
Ishares Msci Philippines ETF

ETFs
Q1 2022 Filed on May 02, 2022
9,823
$29.17 - $33.04 $287K - $325K
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
KBE
Spdr S&P Bank ETF

ETFs
Q1 2022 Filed on May 02, 2022
4,044
$51.35 - $60.41 $208K - $244K
Wisdomtree Floating Rate Treasury Fund
Q1 2022 Filed on May 02, 2022
13,476
N/A
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
10,978
$15.38 - $23.72 $169K - $260K
Yandex N V Shs Class A
Q1 2022 Filed on May 02, 2022
3,502
N/A
CAR
Avis Budget Group, Inc.

Industrials
Q1 2022 Filed on May 02, 2022
1,000
$149.52 - $298.0 $150K - $298K
OPK
Opko Health, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
25,000
$2.87 - $4.93 $71.8K - $123K
AMH
American Homes 4 Rent

Real Estate
Q1 2022 Filed on May 02, 2022
5,228
$37.12 - $43.35 $194K - $227K
INVH
Invitation Homes Inc.

Real Estate
Q1 2022 Filed on May 02, 2022
4,719
$37.26 - $45.13 $176K - $213K
JNPR
Juniper Networks Inc

Technology
Q1 2022 Filed on May 02, 2022
17,153
$31.43 - $37.69 $539K - $646K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
Q1 2022 Filed on May 02, 2022
2,548
$72.8 - $84.71 $185K - $216K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
Q1 2022 Filed on May 02, 2022
59,859
$45.03 - $50.85 $2.7M - $3.04M
NYCB
New York Community Bancorp Inc

Financial Services
Q1 2022 Filed on May 02, 2022
27,419
$10.72 - $13.3 $294K - $365K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
Q1 2022 Filed on May 02, 2022
3,442
$74.04 - $92.27 $255K - $318K
MOS
Mosaic CO

Basic Materials
Q1 2022 Filed on May 02, 2022
5,678
$39.0 - $71.34 $221K - $405K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
Q1 2022 Filed on May 02, 2022
20,245
$4.56 - $5.81 $92.3K - $118K
CMA
Comerica Inc

Financial Services
Q1 2022 Filed on May 02, 2022
2,504
$84.49 - $101.24 $212K - $254K
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