Arkadios Wealth Advisors’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Arkadios Wealth Advisors’s Portfolio COM Stock Details COM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-32,046	Closed	-$943K	–	721
2023 Q2	$943K	Buy	32,046 +9,034	+39%	+$279K	0.11%	194
2023 Q1	$706K	Buy	23,012 +2,489	+12%	+$74.3K	0.08%	240
2022 Q4	$604K	Buy	20,523 +9,687	+89%	+$289K	0.08%	256
2022 Q3	$323K	Buy	+10,836	New	+$327K	0.05%	359
2022 Q1	–	Sell	-59,968	Closed	-$1.75M	–	570
2021 Q4	$1.75M	Sell	59,968 -7,630	-11%	-$244K	0.23%	102
2021 Q3	$2.14M	Buy	67,598 +4,504	+7%	+$138K	0.31%	87
2021 Q2	$1.91M	Buy	+63,094	New	+$1.86M	0.23%	120

Other funds holding COM

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.32B AUM 14.62% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return