Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Anaplan Inc Com
Q4 2021 Filed on Feb 03, 2022
759
N/A
CEM
Clear Bridge Mlp & Midstream Fund Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,055
$25.07 - $32.11 $51.5K - $66K
EQC
Equity Commonwealth

Real Estate
Q4 2021 Filed on Feb 03, 2022
34
$25.13 - $27.04 $854 - $919
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
91
$17.02 - $18.44 $1.55K - $1.68K
Medallia Inc Com
Q4 2021 Filed on Feb 03, 2022
28
N/A
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q4 2021 Filed on Feb 03, 2022
161
$6.62 - $7.7 $1.07K - $1.24K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
130
$22.02 - $23.12 $2.86K - $3.01K
HIBB
Hibbett Inc

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
105
$65.34 - $99.69 $6.86K - $10.5K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
278
$25.24 - $26.3 $7.02K - $7.31K
GIM
Templeton Global Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,142
$5.03 - $5.49 $5.74K - $6.27K
AU
Anglogold Ashanti LTD

Basic Materials
Q4 2021 Filed on Feb 03, 2022
900
$16.23 - $21.11 $14.6K - $19K
PPT
Putnam Premier Income Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
669
$4.24 - $4.61 $2.84K - $3.08K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
Q4 2021 Filed on Feb 03, 2022
94
$20.52 - $22.1 $1.93K - $2.08K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
190
$13.0 - $14.33 $2.47K - $2.72K
PIM
Putnam Master Intermediate Income Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
224
$3.87 - $4.1 $867 - $918
BHK
Blackrock Core Bond Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
294
$15.84 - $16.87 $4.66K - $4.96K
MGF
Mfs Government Markets Income Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
164
$4.2 - $4.34 $689 - $712
HPS
John Hancock Preferred Income Fund Iii

Financial Services
Q4 2021 Filed on Feb 03, 2022
145
$18.21 - $19.85 $2.64K - $2.88K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q4 2021 Filed on Feb 03, 2022
1,525
$35.92 - $42.41 $54.8K - $64.7K
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
43
$21.21 - $22.95 $912 - $987
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
1,697
$10.75 - $20.24 $18.2K - $34.3K
LIT
Global X Fds Global X Lithium

ETFs
Q4 2021 Filed on Feb 03, 2022
30
$78.69 - $96.31 $2.36K - $2.89K
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
177
$32.57 - $35.71 $5.76K - $6.32K
CS
Credit Suisse Group Ag

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,018
$9.14 - $11.03 $18.4K - $22.3K
IBND
Spdr Bloomberg International C

ETFs
Q4 2021 Filed on Feb 03, 2022
4,515
$34.08 - $35.54 $154K - $160K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
Q4 2021 Filed on Feb 03, 2022
1,387
$28.16 - $30.55 $39.1K - $42.4K
FT
Franklin Universal Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
246
$8.1 - $8.63 $1.99K - $2.12K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
48
$26.54 - $29.8 $1.27K - $1.43K
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
1,715
$51.76 - $79.62 $88.8K - $137K
RAD
Rite Aid Corp

Healthcare
Q4 2021 Filed on Feb 03, 2022
219
$11.52 - $15.36 $2.52K - $3.36K
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
14
N/A
CNBS
Amplify ETF Tr Seymour Cannabi

ETFs
Q4 2021 Filed on Feb 03, 2022
1,000
$13.38 - $19.6 $13.4K - $19.6K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
463
$5.07 - $5.57 $2.35K - $2.58K
INN
Summit Hotel Properties, Inc.

Real Estate
Q4 2021 Filed on Feb 03, 2022
750
$8.53 - $10.54 $6.4K - $7.9K
HOLX
Hologic Inc

Healthcare
Q4 2021 Filed on Feb 03, 2022
2,187
$68.97 - $77.92 $151K - $170K
VIACA
Paramount Global

Communication Services
Q4 2021 Filed on Feb 03, 2022
15
$31.41 - $41.77 $471 - $627
BILL
Bill.Com Holdings, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
12
$232.81 - $342.26 $2.79K - $4.11K
Apollo Global Mgmt Inc Com Cl A
Q4 2021 Filed on Feb 03, 2022
2,085
N/A
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
83
$23.2 - $24.43 $1.93K - $2.03K
FCEL
Fuelcell Energy Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
34
$5.11 - $11.23 $174 - $382
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
2
$28.61 - $33.78 $57.2 - $67.6
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,845
$8.68 - $9.69 $16K - $17.9K
LMND
Lemonade, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,475
$39.64 - $72.06 $58.5K - $106K
AMKR
Amkor Technology, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
73
$21.56 - $25.66 $1.57K - $1.87K
OSH
Oak Street Health, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,982
$28.4 - $48.53 $56.3K - $96.2K
LAND
Gladstone Land Corp

Real Estate
Q4 2021 Filed on Feb 03, 2022
2,739
$22.14 - $33.76 $60.6K - $92.5K
AMCX
Amc Networks Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
27
$33.5 - $49.1 $905 - $1.33K
XPEV
Xpeng Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
500
$34.11 - $55.0 $17.1K - $27.5K
XXII
22nd Century Group, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
300
$2.14 - $3.31 $642 - $993
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