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Arkadios Wealth Advisors’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Arkadios Wealth Advisors’s Portfolio HAIL Stock Details HAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-496
Closed -$30K – 1940
2021
Q2 		$30K Hold
496
– – ﹤0.01% 1122
2021
Q1 		$30K Buy
+496
New +$31.4K ﹤0.01% 843

Other funds holding HAIL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Arkadios Wealth Advisors's HAIL Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) in Q3 2021, closing a stake of 496 shares — an estimated $30K sold.

Arkadios Wealth Advisors first reported a position in HAIL in Q1 2021 and held it in 2 quarters. The position peaked at $30K in Q2 2021. 58 funds tracked by Wall St. Rank hold HAIL as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining State Street SPDR S&P Kensho Smart Mobility ETF position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 496 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q3 2021, an estimated $30K.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $30K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.