Arq Wealth Advisors, LLC Incresed Positions in Q1 2025

Arq Wealth Advisors, LLC

  • $263 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DBAW
Xtrackers Msci All World Ex Us

ETFs
124K
+ 141.0%
$33.88 - $36.42 $4.21M - $4.53M
212K $7.52M
STLG
Ishares Factors Us Growth Styl

ETFs
38.1K
+ 22.24%
N/A
209K $10.5M
PAVE
Global X Fds Us Infrastructure

ETFs
44.1K
+ 146.7%
$37.31 - $43.82 $1.64M - $1.93M
74.1K $2.8M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
17.8K
+ 10.42%
$41.61 - $44.72 $739K - $794K
188K $8.15M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
20.3K
+ 92.51%
$53.6 - $58.97 $1.09M - $1.2M
42.2K $2.31M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
52.2K
+ 63.33%
$18.61 - $21.28 $971K - $1.11M
135K $2.56M
FTHI
First Trust Exchange Traded Fd

ETFs
42.7K
+ 57.27%
$21.62 - $23.74 $923K - $1.01M
117K $2.56M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
4.82K
+ 16.54%
$152.57 - $163.66 $735K - $789K
34K $5.32M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
55.4K
+ 53.0%
$16.57 - $18.85 $918K - $1.04M
160K $2.66M
AUSF
Global X Fds Adaptive U S Fact

ETFs
11.6K
+ 8.29%
$41.68 - $43.97 $482K - $509K
151K $6.6M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.04K
+ 10.08%
$58.04 - $65.84 $293K - $332K
55K $3.51M
RECS
Columbia ETF Tr I

ETFs
24.9K
+ 13.15%
$32.64 - $36.08 $813K - $898K
214K $7.11M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.2K
+ 21.0%
$54.25 - $57.64 $553K - $588K
58.7K $3.24M
JPMB
J P Morgan Usd Emerging Market

ETFs
11.8K
+ 31.19%
$37.79 - $39.03 $447K - $462K
49.8K $1.92M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.15K
+ 4.08%
$61.9 - $66.89 $381K - $412K
157K $9.96M
FYLD
Cambria Foreign Shareholder Yi

ETFs
10.1K
+ 15.54%
$24.97 - $27.67 $251K - $278K
74.8K $2.01M
EMGF
Ishares Msci Emerging Markets

ETFs
3.81K
+ 3.98%
$44.18 - $48.23 $168K - $184K
99.6K $4.66M
SVOL
Simplify ETF Simplify Volatili

ETFs
23.2K
+ 34.16%
$17.92 - $21.7 $416K - $503K
91.1K $1.66M
EMLP
First Tr Exchange Traded Iv

ETFs
3.05K
+ 6.95%
$35.79 - $38.28 $109K - $117K
46.9K $1.76M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.13K
+ 25.65%
N/A
10.4K $895K
PPA
Invesco Exchange Traded Fd Tr

ETFs
836
+ 19.56%
$113.59 - $123.29 $95K - $103K
5.11K $595K
QWLD
Spdr Index Shs Fds

ETFs
440
+ 3.46%
$122.65 - $131.03 $54K - $57.7K
13.2K $1.68M
FIW
First Trust Water ETF

ETFs
1K
+ 21.84%
$99.48 - $106.74 $99.9K - $107K
5.6K $564K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.5K
+ 19.86%
$62.72 - $71.92 $94K - $108K
9.05K $569K
AIQ
Global X Funds Global X Artifi

ETFs
2.98K
+ 23.87%
$36.38 - $42.77 $108K - $127K
15.5K $562K
V
Visa Inc.

Financial Services
41
+ 4.22%
$306.92 - $362.71 $12.6K - $14.9K
1.01K $354K
LLY
Eli Lilly & CO

Healthcare
16
+ 4.32%
$725.72 - $929.72 $11.6K - $14.9K
386 $318K
AMZN
Amazon Com Inc

Consumer Cyclical
543
+ 18.77%
$190.26 - $242.06 $103K - $131K
3.44K $653K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.07%
$75.32 - $84.77 $151 - $170
2.91K $237K
META
Meta Platforms, Inc.

Communication Services
34
+ 4.53%
$576.36 - $736.67 $19.6K - $25K
785 $452K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.72K
+ 4.95%
$64.88 - $72.1 $371K - $413K
121K $7.98M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
1.46K
+ 0.7%
$48.25 - $52.09 $70.3K - $75.8K
208K $10.3M
Tidal ETF Tr
11.4K
+ 29.8%
N/A
49.8K $0
DGT
Spdr Global Dow ETF
978
+ 16.18%
N/A
7.02K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
47.5K
+ 76.19%
N/A
110K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16
+ 2.4%
$507.05 - $563.67 $8.11K - $9.02K
684 $351K
SCHA
Schwab Strategic Tr Us Small C

ETFs
334
+ 4.05%
$23.16 - $27.04 $7.74K - $9.03K
8.59K $201K
IWM
Ishares Russell 2000 ETF

ETFs
139
+ 5.99%
$198.1 - $229.79 $27.5K - $31.9K
2.46K $490K
GOOGL
Alphabet Inc.

Communication Services
180
+ 10.28%
$154.33 - $206.19 $27.8K - $37.1K
1.93K $298K
GOOG
Alphabet Inc.

Communication Services
175
+ 3.53%
$156.06 - $207.71 $27.3K - $36.3K
5.14K $802K
NVDA
Nvidia Corp

Technology
1.14K
+ 6.14%
$106.98 - $149.43 $122K - $170K
19.7K $2.13M
AVUV
American Centy ETF Tr Avantis

ETFs
5.85K
+ 5.3%
$84.95 - $100.62 $497K - $589K
116K $10.1M
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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