Arq Wealth Advisors, LLC Purchases in Q3 2024

Arq Wealth Advisors, LLC

  • $259 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
167K
New
$32.36 - $33.78 $5.4M - $5.64M
167K $5.63M
RECS
Columbia ETF Tr I

ETFs
161K
+ 834.59%
$30.74 - $33.91 $4.94M - $5.45M
180K $6.1M
AUSF
Global X Fds Adaptive U S Fact

ETFs
120K
New
$39.51 - $42.7 $4.75M - $5.13M
120K $5.13M
VEA
Vanguard Ftse Developed Market

ETFs
93.3K
New
$47.6 - $53.31 $4.44M - $4.98M
93.3K $4.93M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
64.2K
New
$50.25 - $50.74 $3.23M - $3.26M
64.2K $3.26M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.81K
+ 7.07%
$162.64 - $179.3 $1.11M - $1.22M
103K $18.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16K
+ 3.69%
$33.74 - $37.96 $540K - $607K
450K $16.9M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
11.8K
+ 8.44%
$58.75 - $64.07 $692K - $755K
151K $9.71M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14.2K
+ 14.06%
$60.84 - $67.51 $862K - $956K
115K $7.76M
SVOL
Simplify ETF Simplify Volatili

ETFs
55.8K
New
$20.05 - $22.81 $1.12M - $1.27M
55.8K $1.23M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
14.6K
+ 30.37%
$60.25 - $66.85 $880K - $977K
62.7K $4.14M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
5.05K
+ 23.95%
$144.27 - $157.55 $729K - $796K
26.1K $4.12M
SPMD
Spdr Portfolio

ETFs
10.8K
+ 9.95%
$50.29 - $54.92 $544K - $594K
120K $6.54M
MGV
Vanguard Mega Cap Value

ETFs
1.08K
+ 1.36%
$118.0 - $128.28 $128K - $139K
80.7K $10.4M
AVUV
American Centy ETF Tr Avantis

ETFs
2.19K
+ 2.11%
$88.24 - $99.7 $193K - $218K
106K $10.2M
AVDE
American Centy ETF Tr Avantis

ETFs
1.75K
+ 1.16%
$60.09 - $67.67 $105K - $118K
152K $10.2M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
3.65K
+ 2.09%
$50.77 - $57.17 $185K - $209K
178K $10.2M
AVUS
American Centy ETF Tr Avantis

ETFs
1.3K
+ 0.98%
$86.27 - $95.15 $112K - $124K
134K $12.7M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
4.12K
+ 2.09%
$46.07 - $50.3 $190K - $207K
201K $10.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.08K
+ 24.78%
$56.04 - $62.99 $509K - $572K
45.7K $2.79M
EMGF
Ishares Msci Emerging Markets

ETFs
6.2K
+ 7.12%
$44.02 - $50.58 $273K - $314K
93.3K $4.64M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.79K
+ 1.54%
$36.02 - $41.68 $64.3K - $74.4K
117K $4.85M
MUB
Ishares National Muni Bond ETF

ETFs
4.52K
New
$106.13 - $108.7 $479K - $491K
4.52K $490K
AAPL
Apple Inc.

Technology
112
+ 0.55%
$207.23 - $234.82 $23.2K - $26.3K
20.5K $4.78M
HEQT
Simplify Exchange Traded Fds H
3.11K
+ 1.32%
$26.73 - $28.88 $83.2K - $89.9K
240K $6.92M
AVEM
American Centy ETF Tr Avantis

ETFs
1.41K
+ 1.96%
$57.2 - $65.59 $80.9K - $92.7K
73.4K $4.74M
MELI
Mercadolibre Inc

Consumer Cyclical
150
New
$1591.44 - $2140.1 $239K - $321K
150 $307K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
3.42K
+ 2.87%
$74.82 - $74.82 $256K - $256K
122K $9.17M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
877
+ 5.92%
$117.9 - $128.2 $103K - $112K
15.7K $2.01M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.56K
New
$46.9 - $51.96 $214K - $237K
4.56K $234K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.71K
+ 7.68%
$66.31 - $74.08 $113K - $127K
23.9K $1.76M
DVY
Ishares Tr

ETFs
1.6K
New
$119.99 - $135.74 $192K - $217K
1.6K $216K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.41K
+ 34.23%
$36.98 - $41.55 $163K - $183K
17.3K $710K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.1K
+ 12.18%
$16.42 - $18.12 $165K - $183K
92.8K $1.67M
FYLD
Cambria Foreign Shareholder Yi

ETFs
4.95K
+ 9.85%
$24.79 - $28.04 $123K - $139K
55.2K $1.54M
FIS
Fidelity National Information Services, Inc.

Technology
2.5K
New
$72.8 - $85.04 $182K - $213K
2.5K $209K
KAPR
Innovator U.S. Small Cap Power

ETFs
6.33K
New
$30.54 - $32.65 $193K - $207K
6.33K $205K
EMLP
First Tr Exchange Traded Iv

ETFs
2.08K
+ 5.27%
$30.38 - $34.0 $63.3K - $70.8K
41.6K $1.4M
JPMB
J P Morgan Usd Emerging Market

ETFs
2.74K
+ 9.35%
$38.32 - $40.67 $105K - $111K
32K $1.3M
XCEM
Columbia ETF Tr Ii

ETFs
2.17K
+ 1.68%
$30.17 - $33.79 $65.4K - $73.3K
131K $4.28M
FTHI
First Trust Exchange Traded Fd

ETFs
4.84K
+ 8.07%
$21.47 - $23.16 $104K - $112K
64.8K $1.49M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
10.4K
New
$12.49 - $13.7 $130K - $143K
10.4K $142K
NVDA
Nvidia Corp

Technology
1.43K
+ 7.77%
$98.91 - $134.91 $141K - $193K
19.8K $2.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.14K
+ 9.65%
$53.41 - $57.9 $61K - $66.2K
13K $750K
PPA
Invesco Exchange Traded Fd Tr

ETFs
272
+ 7.29%
$102.05 - $114.97 $27.8K - $31.3K
4K $460K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
3.35K
+ 4.86%
$19.94 - $22.45 $66.8K - $75.2K
72.3K $1.56M
FIW
First Trust Water ETF

ETFs
320
+ 8.47%
$98.0 - $109.33 $31.4K - $35K
4.1K $448K
AIQ
Global X Funds Global X Artifi

ETFs
1.16K
+ 10.56%
$31.85 - $37.36 $37K - $43.4K
12.2K $452K
META
Meta Platforms, Inc.

Communication Services
32
+ 6.17%
$453.41 - $572.44 $14.5K - $18.3K
551 $315K
Activity Summary
Buys All Purchases 62 New Holdings 13 Increased Positions 49 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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