Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TEAM
Atlassian Corp PLC

Technology
Q4 2021 Filed on Feb 03, 2022
13
$343.33 - $458.13 $4.46K - $5.96K
UCTT
Ultra Clean Holdings, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
12
$41.1 - $60.04 $493 - $720
Vereit Inc Com
Q4 2021 Filed on Feb 03, 2022
3,947
N/A
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q4 2021 Filed on Feb 03, 2022
262
$97.44 - $99.3 $25.5K - $26K
STAG
Stag Industrial, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
3,425
$39.83 - $47.96 $136K - $164K
XHS
Spdr S&P Health Care Services

ETFs
Q4 2021 Filed on Feb 03, 2022
1,273
$96.1 - $111.17 $122K - $142K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
4,096
$9.37 - $10.37 $38.4K - $42.5K
PRLB
Proto Labs Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
995
$48.63 - $77.16 $48.4K - $76.8K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
238
$12.17 - $13.19 $2.9K - $3.14K
Retail Pptys Amer Inc Cl A
Q4 2021 Filed on Feb 03, 2022
587
N/A
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,119
$9.23 - $9.94 $10.3K - $11.1K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
328
$19.68 - $21.95 $6.46K - $7.2K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
780
$17.85 - $20.24 $13.9K - $15.8K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
82
$11.1 - $11.99 $910 - $983
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
138
$25.91 - $27.59 $3.58K - $3.81K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q4 2021 Filed on Feb 03, 2022
562
$36.93 - $39.75 $20.8K - $22.3K
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q4 2021 Filed on Feb 03, 2022
94
$48.16 - $57.65 $4.53K - $5.42K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
109
$24.27 - $25.96 $2.65K - $2.83K
Us Ecology Inc Com
Q4 2021 Filed on Feb 03, 2022
740
N/A
TEX
Terex Corp

Industrials
Q4 2021 Filed on Feb 03, 2022
476
$39.96 - $50.7 $19K - $24.1K
JXI
Ishares Tr Global Utils ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
25
$59.05 - $64.7 $1.48K - $1.62K
Sl Green Rlty Corp Com
Q4 2021 Filed on Feb 03, 2022
310
N/A
WHF
White Horse Finance, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
3,788
$15.0 - $16.22 $56.8K - $61.4K
UIS
Unisys Corp

Technology
Q4 2021 Filed on Feb 03, 2022
10
$17.9 - $26.5 $179 - $265
NICE
Nice Ltd.

Technology
Q4 2021 Filed on Feb 03, 2022
10
$264.25 - $315.02 $2.64K - $3.15K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
5,401
$13.79 - $15.05 $74.5K - $81.3K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
367
$7.48 - $8.33 $2.75K - $3.06K
NGG
National Grid PLC

Utilities
Q4 2021 Filed on Feb 03, 2022
370
$60.21 - $73.44 $22.3K - $27.2K
FWONA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
18
$47.81 - $59.44 $861 - $1.07K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
Q4 2021 Filed on Feb 03, 2022
497
$50.56 - $61.51 $25.1K - $30.6K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
224
$17.96 - $18.99 $4.02K - $4.25K
LBTYA
Liberty Global PLC

Communication Services
Q4 2021 Filed on Feb 03, 2022
25
$26.4 - $29.99 $660 - $750
ALE
Allete Inc

Utilities
Q4 2021 Filed on Feb 03, 2022
215
$58.63 - $66.35 $12.6K - $14.3K
GGG
Graco Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
90
$68.83 - $80.62 $6.19K - $7.26K
MODN
Model N, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
8
$26.41 - $36.9 $211 - $295
NBIX
Neurocrine Biosciences Inc

Healthcare
Q4 2021 Filed on Feb 03, 2022
156
$79.65 - $106.22 $12.4K - $16.6K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
145
$115.43 - $146.63 $16.7K - $21.3K
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
2,209
$38.3 - $50.37 $84.6K - $111K
PCTY
Paylocity Holding Corp

Technology
Q4 2021 Filed on Feb 03, 2022
9
$217.15 - $305.75 $1.95K - $2.75K
Flaherty Crumrine Dynamic Pf Shs
Q4 2021 Filed on Feb 03, 2022
84
N/A
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
344
$24.18 - $25.48 $8.32K - $8.77K
LBTYK
Liberty Global PLC

Communication Services
Q4 2021 Filed on Feb 03, 2022
1,025
$26.64 - $29.95 $27.3K - $30.7K
GOEX
Global X Gold Explorers ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
40
$26.74 - $33.63 $1.07K - $1.35K
EEMA
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 03, 2022
45
$79.69 - $88.1 $3.59K - $3.96K
NWSA
News Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
378
$20.88 - $24.37 $7.89K - $9.21K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
Q4 2021 Filed on Feb 03, 2022
231
$44.74 - $50.42 $10.3K - $11.6K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,377
$14.86 - $15.35 $35.3K - $36.5K
PIO
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
1,500
$39.32 - $43.52 $59K - $65.3K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
75
$135.09 - $159.72 $10.1K - $12K
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