Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
Q4 2021 Filed on Feb 03, 2022
278
$85.88 - $95.79 $23.9K - $26.6K
VOYA
Voya Financial, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
63
$61.57 - $70.15 $3.88K - $4.42K
AYI
Acuity Brands Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
240
$173.79 - $224.23 $41.7K - $53.8K
ACM
Aecom

Industrials
Q4 2021 Filed on Feb 03, 2022
611
$62.27 - $77.35 $38K - $47.3K
COLD
Americold Realty Trust

Real Estate
Q4 2021 Filed on Feb 03, 2022
4,372
$28.13 - $33.31 $123K - $146K
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
2,500
$14.62 - $16.67 $36.6K - $41.7K
BCE
Bce Inc

Communication Services
Q4 2021 Filed on Feb 03, 2022
102
$50.04 - $52.31 $5.1K - $5.34K
BGR
Black Rock Energy & Resources Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
604
$9.09 - $10.33 $5.49K - $6.24K
BRX
Brixmor Property Group Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
50
$22.25 - $25.51 $1.11K - $1.28K
BRMK
Broadmark Realty Capital Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
1,500
$8.99 - $10.46 $13.5K - $15.7K
CRH
Crh Public LTD CO

Basic Materials
Q4 2021 Filed on Feb 03, 2022
135
$46.01 - $53.02 $6.21K - $7.16K
SNPTY
China Petro&Chem Ads (100 Ord)
Q4 2021 Filed on Feb 03, 2022
601
N/A
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
400
$25.78 - $28.62 $10.3K - $11.4K
CSGP
Costar Group, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
420
$75.23 - $99.74 $31.6K - $41.9K
COUP
Coupa Software Inc

Technology
Q4 2021 Filed on Feb 03, 2022
45
$151.8 - $256.5 $6.83K - $11.5K
EPR
Epr Properties

Real Estate
Q4 2021 Filed on Feb 03, 2022
343
$43.66 - $53.85 $15K - $18.5K
Wedbush Etfmg Global Cloud Technology ETF
Q4 2021 Filed on Feb 03, 2022
731
N/A
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
500
$12.84 - $13.38 $6.42K - $6.69K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,925
$10.56 - $11.58 $20.3K - $22.3K
EVRG
Evergy, Inc.

Utilities
Q4 2021 Filed on Feb 03, 2022
132
$61.8 - $68.61 $8.16K - $9.06K
FRC
First Republic Bank

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,738
$196.19 - $221.91 $537K - $608K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q4 2021 Filed on Feb 03, 2022
1,433
$97.5 - $107.11 $140K - $153K
QABA
First Trust Nasdaq Aba Communi

ETFs
Q4 2021 Filed on Feb 03, 2022
697
$56.3 - $61.84 $39.2K - $43.1K
FJP
First Trust Japan Alphadex Fun

ETFs
Q4 2021 Filed on Feb 03, 2022
696
$48.88 - $52.78 $34K - $36.7K
FEM
First Trust Emerging Markets A

ETFs
Q4 2021 Filed on Feb 03, 2022
1,781
$24.78 - $27.32 $44.1K - $48.7K
FTXL
First Tr ETF Vi Nasdaq Semicon
Q4 2021 Filed on Feb 03, 2022
1,014
N/A
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q4 2021 Filed on Feb 03, 2022
4,044
$41.36 - $53.89 $167K - $218K
FOXA
Fox Corp

Communication Services
Q4 2021 Filed on Feb 03, 2022
195
$34.44 - $43.21 $6.72K - $8.43K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
3,384
$44.74 - $50.03 $151K - $169K
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
500
$24.9 - $40.26 $12.5K - $20.1K
SPFF
Global X Superincome Preferred

ETFs
Q4 2021 Filed on Feb 03, 2022
6,735
$11.59 - $11.97 $78.1K - $80.6K
ALTY
Global X Funds Global X Altern

ETFs
Q4 2021 Filed on Feb 03, 2022
9,115
$13.08 - $13.72 $119K - $125K
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
7,272
$14.86 - $15.99 $108K - $116K
AJX
Great Ajax Corp.

Real Estate
Q4 2021 Filed on Feb 03, 2022
5,326
$12.56 - $14.67 $66.9K - $78.1K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
180
$45.35 - $55.0 $8.16K - $9.9K
IBTX
Independent Bank Group, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
581
$68.21 - $75.43 $39.6K - $43.8K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q4 2021 Filed on Feb 03, 2022
499
$228.48 - $286.21 $114K - $143K
INSI
Insight Select Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
8,295
$20.71 - $22.94 $172K - $190K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
Q4 2021 Filed on Feb 03, 2022
7
$35.35 - $38.48 $247 - $269
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q4 2021 Filed on Feb 03, 2022
5,294
$50.27 - $50.46 $266K - $267K
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q4 2021 Filed on Feb 03, 2022
19
$102.55 - $114.16 $1.95K - $2.17K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q4 2021 Filed on Feb 03, 2022
143
$285.9 - $327.55 $40.9K - $46.8K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q4 2021 Filed on Feb 03, 2022
250
$291.48 - $321.86 $72.9K - $80.5K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q4 2021 Filed on Feb 03, 2022
1,026
$145.22 - $160.55 $149K - $165K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q4 2021 Filed on Feb 03, 2022
733
$25.63 - $27.15 $18.8K - $19.9K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q4 2021 Filed on Feb 03, 2022
3
$83.8 - $99.82 $251 - $299
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q4 2021 Filed on Feb 03, 2022
8,654
$32.62 - $33.45 $282K - $289K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
Q4 2021 Filed on Feb 03, 2022
146
$25.92 - $32.33 $3.78K - $4.72K
Invesco Bulletshares 2021 Corporate Bond ETF
Q4 2021 Filed on Feb 03, 2022
500
N/A
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