Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
DEEP
ETF Ser Solutions Roundhill Ac

Technology
Q4 2021 Filed on Feb 03, 2022
950
$34.96 - $38.97 $33.2K - $37K
Wedbush Etfmg Global Cloud Technology ETF
Q4 2021 Filed on Feb 03, 2022
731
N/A
EWBC
East West Bancorp Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,595
$73.54 - $85.78 $117K - $137K
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
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
366
$154.43 - $188.43 $56.5K - $69K
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
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
HDB
Hdfc Bank LTD

Financial Services
Q4 2021 Filed on Feb 03, 2022
977
$61.97 - $78.4 $60.5K - $76.6K
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
ICE
Intercontinental Exchange, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
220
$114.7 - $138.81 $25.2K - $30.5K
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
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q4 2021 Filed on Feb 03, 2022
880
$61.32 - $66.59 $54K - $58.6K
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
SPGP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
81
$86.15 - $97.61 $6.98K - $7.91K
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
DBA
Invesco Db Agriculture Fund

ETFs
Q4 2021 Filed on Feb 03, 2022
29
$18.98 - $20.31 $550 - $589
DBO
Invesco Db Oil Fund

ETFs
Q4 2021 Filed on Feb 03, 2022
9,000
$12.05 - $15.42 $108K - $139K
IQ
I Qiyi, Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
2,400
$4.03 - $9.77 $9.67K - $23.4K
INDA
Ishares Msci India Index Fund

ETFs
Q4 2021 Filed on Feb 03, 2022
2,094
$43.63 - $50.78 $91.4K - $106K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q4 2021 Filed on Feb 03, 2022
72,228
$38.5 - $43.37 $2.78M - $3.13M
INTF
Ishares Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
123
$28.11 - $30.24 $3.46K - $3.72K
REET
Ishares Global Reit ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
3,902
$27.64 - $30.61 $108K - $119K
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email