Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2021 Filed on Feb 03, 2022
2,237
$14.21 - $16.07 $31.8K - $35.9K
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
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
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q4 2021 Filed on Feb 03, 2022
675
$50.36 - $50.49 $34K - $34.1K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q4 2021 Filed on Feb 03, 2022
653
$54.48 - $55.71 $35.6K - $36.4K
JHMF
John Hancock Multifactor Finls

ETFs
Q4 2021 Filed on Feb 03, 2022
1,367
$50.04 - $55.35 $68.4K - $75.7K
ZD
Ziff Davis, Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
40
$106.43 - $132.98 $4.26K - $5.32K
KB
Kb Financial Group Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
884
$44.38 - $50.17 $39.2K - $44.4K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
11
$47.41 - $61.01 $522 - $671
LYFT
Lyft, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
309
$37.46 - $56.26 $11.6K - $17.4K
MTB
M&T Bank Corp

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,516
$144.04 - $161.85 $218K - $245K
Mgm Growth Pptys LLC Cl A Com
Q4 2021 Filed on Feb 03, 2022
1,150
N/A
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
40
$146.27 - $171.08 $5.85K - $6.84K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
629
$4.83 - $5.53 $3.04K - $3.48K
NEWR
New Relic, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
100
$70.58 - $125.97 $7.06K - $12.6K
NXST
Nexstar Media Group, Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
141
$143.48 - $170.5 $20.2K - $24K
Nuveen Global High Income Fd Shs
Q4 2021 Filed on Feb 03, 2022
790
N/A
O'Shares U.S. Small Cap Quality Dividend ETF
Q4 2021 Filed on Feb 03, 2022
475
N/A
DOC
Physicians Realty Trust

Real Estate
Q4 2021 Filed on Feb 03, 2022
8,142
$17.52 - $19.23 $143K - $157K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,715
$9.31 - $10.12 $16K - $17.4K
Pimco Dynamic Cr Income Fd Com Shs
Q4 2021 Filed on Feb 03, 2022
10,072
N/A
PFG
Principal Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
536
$65.12 - $73.93 $34.9K - $39.6K
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