AWA
JO

Arkadios Wealth Advisors’s iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN JO Stock Holding History

Arkadios Wealth Advisors’s Portfolio JO Stock Details JO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-990
Closed -$52K – 1978
2021
Q3 		$52K Buy
+990
New +$49.8K 0.01% 869

Other funds holding JO

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
HPCM
High Pointe Capital Management Chicago, Illinois $139M AUM 24.99% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Arkadios Wealth Advisors's JO Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN (JO) in Q4 2021, closing a stake of 990 shares — an estimated $52K sold.

Arkadios Wealth Advisors first reported a position in JO in Q3 2021 and held it in 1 quarter. The position peaked at $52K in Q3 2021. 23 funds tracked by Wall St. Rank hold JO as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 990 iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN shares in Q4 2021, an estimated $52K.
  • Arkadios Wealth Advisors first reported a position in iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN position peaked at $52K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.