Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Riverfront Dynamic Unconstrained Income ETF
Q1 2021 Filed on Apr 26, 2021
75
N/A
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2021 Filed on Apr 26, 2021
700
$24.79 - $25.08 $17.4K - $17.6K
FDLO
Fidelity Covington Tr Low Vola

ETFs
Q1 2021 Filed on Apr 26, 2021
39
$41.53 - $44.1 $1.62K - $1.72K
PSR
Invesco Actively

ETFs
Q1 2021 Filed on Apr 26, 2021
118
$83.36 - $94.33 $9.84K - $11.1K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
Q1 2021 Filed on Apr 26, 2021
2,254
$6.59 - $8.8 $14.9K - $19.8K
BOXL
Boxlight Corp

Technology
Q1 2021 Filed on Apr 26, 2021
850
$1.49 - $3.6 $1.27K - $3.06K
Allianzgi Conv & Incm 2024 Trg Com
Q1 2021 Filed on Apr 26, 2021
4,892
N/A
SCCO
Southern Copper Corp

Basic Materials
Q1 2021 Filed on Apr 26, 2021
9
$65.82 - $81.53 $592 - $734
EQX
Equinox Gold Corp.

Basic Materials
Q1 2021 Filed on Apr 26, 2021
700
$7.82 - $11.17 $5.47K - $7.82K
LTHM
Livent Corp.

Basic Materials
Q1 2021 Filed on Apr 26, 2021
2,955
$15.75 - $23.41 $46.5K - $69.2K
EXD
Eaton Vance Tax Managed Buy Write Strategy Fund

Financial Services
Q1 2021 Filed on Apr 26, 2021
89
$9.83 - $10.76 $875 - $958
Ishares Ibonds 2021 Term High Yield And Income ETF
Q1 2021 Filed on Apr 26, 2021
105
N/A
American Intl Group Inc Wt Exp 011921
Q1 2021 Filed on Apr 26, 2021
53
N/A
Longview Acquisition Corp Com Cl A
Q1 2021 Filed on Apr 26, 2021
5,030
N/A
JENGQ
Just Energy Group Inc.

ETFs
Q1 2021 Filed on Apr 26, 2021
417
$0.71 - $8.09 $296 - $3.37K
Cnooc Limited Sponsored Adr
Q1 2021 Filed on Apr 26, 2021
92
N/A
Virtus Allianzgi Convertible Com
Q1 2021 Filed on Apr 26, 2021
7
N/A
MEIP
Mei Pharma, Inc.

Healthcare
Q1 2021 Filed on Apr 26, 2021
272
$2.73 - $4.5 $743 - $1.22K
ECOM
Channeladvisor Corp

Technology
Q1 2021 Filed on Apr 26, 2021
55
$15.31 - $28.49 $842 - $1.57K
COTY
Coty Inc.

Consumer Defensive
Q1 2021 Filed on Apr 26, 2021
11
$6.33 - $9.37 $69.6 - $103
CRTO
Criteo S.A.

Communication Services
Q1 2021 Filed on Apr 26, 2021
802
$18.05 - $35.46 $14.5K - $28.4K
China Telecom Corp LTD Spon Adr H Shs
Q1 2021 Filed on Apr 26, 2021
330
N/A
FAM
First Trust/Aberdeen Global Opportunity Income Fund

Financial Services
Q1 2021 Filed on Apr 26, 2021
244
$9.91 - $10.74 $2.42K - $2.62K
FPL
First Trust New Opportunities Mlp & Energy Fund

Financial Services
Q1 2021 Filed on Apr 26, 2021
1,694
$4.25 - $5.35 $7.2K - $9.06K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q1 2021 Filed on Apr 26, 2021
26
$27.01 - $49.1 $702 - $1.28K
ELY
Callaway Golf CO

Consumer Cyclical
Q1 2021 Filed on Apr 26, 2021
37
$24.28 - $31.74 $898 - $1.17K
Tiffany & CO New Com
Q1 2021 Filed on Apr 26, 2021
25
N/A
QRVO
Qorvo, Inc.

Technology
Q1 2021 Filed on Apr 26, 2021
25
$162.9 - $186.03 $4.07K - $4.65K
DISH
Dish Network Corp

Communication Services
Q1 2021 Filed on Apr 26, 2021
237
$29.02 - $38.97 $6.88K - $9.24K
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q1 2021 Filed on Apr 26, 2021
1,000
$26.08 - $26.26 $26.1K - $26.3K
BDN
Brandywine Realty Trust

Real Estate
Q4 2020 Filed on Feb 09, 2021
58
$8.61 - $12.27 $499 - $712
CNTTQ
Cann Trust Holdings Inc.

Healthcare
Q4 2020 Filed on Feb 09, 2021
475
$0.16 - $0.4 $76 - $190
Dunkin Brands Group Inc Com
Q4 2020 Filed on Feb 09, 2021
13
N/A
California Res Corp Com New
Q4 2020 Filed on Feb 09, 2021
9
N/A
Frontier Communications Corp Com New
Q4 2020 Filed on Feb 09, 2021
2
N/A
SDIV
Global X Fds Global X Superdiv

ETFs
Q4 2020 Filed on Feb 09, 2021
4,630
$10.61 - $13.11 $49.1K - $60.7K
Great Elm Cap Group Inc Com New
Q4 2020 Filed on Feb 09, 2021
9,660
N/A
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q4 2020 Filed on Feb 09, 2021
0
$37.67 - $50.38 $0 - $0
IRDM
Iridium Communications Inc.

Communication Services
Q4 2020 Filed on Feb 09, 2021
300
$25.35 - $39.4 $7.61K - $11.8K
Vereit Inc Com
Q4 2020 Filed on Feb 09, 2021
28,812
N/A
Cim Coml Tr Corp 5.5 Ser A Pfd
Q4 2020 Filed on Feb 09, 2021
2,000
N/A
Cim Coml Tr Corp 5.5 Pfd Ser A
Q4 2020 Filed on Feb 09, 2021
1,000
N/A
Cim Coml Tr Corp Pfd Ser A
Q4 2020 Filed on Feb 09, 2021
3,400
N/A
Cim Coml Tr Corp Pfd Ser A
Q4 2020 Filed on Feb 09, 2021
18,947
N/A
Cim Coml Tr Corp Pfd Ser A
Q4 2020 Filed on Feb 09, 2021
720
N/A
Carter Validus Mc Reit Ii Class A
Q4 2020 Filed on Feb 09, 2021
3,504
N/A
CHMIPRA
Cherry Hill Mtg Invt Corp
Q4 2020 Filed on Feb 09, 2021
400
N/A
CHMIPRB
Cherry Hill Mtg Invtcorp Pfd S
Q4 2020 Filed on Feb 09, 2021
400
N/A
LADX
Ladrx Corporation
Q4 2020 Filed on Feb 09, 2021
3,334
N/A
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