Arkadios Wealth Advisors’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,000	Closed	-$46K	–	1957
2021 Q3	$46K	Hold	1,000	–	–	0.01%	905
2021 Q2	$46K	Hold	1,000	–	–	0.01%	961
2021 Q1	$43K	Hold	1,000	–	–	0.01%	734
2020 Q4	$42K	Hold	1,000	–	–	0.01%	590
2020 Q3	$38.7K	Hold	1,000	–	–	0.02%	460
2020 Q2	$35.2K	Hold	1,000	–	–	0.02%	428
2020 Q1	$28.8K	Hold	1,000	–	–	0.02%	423
2019 Q4	$36.7K	Buy	+1,000	New	+$35.3K	0.02%	353

Other funds holding KLDW

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of Knowledge Leaders Developed World ETF (KLDW) in Q4 2021, closing a stake of 1,000 shares — an estimated $46K sold.

Arkadios Wealth Advisors first reported a position in KLDW in Q4 2019 and held it in 8 quarters. The position peaked at $46K in Q3 2021. 21 funds tracked by Wall St. Rank hold KLDW as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Knowledge Leaders Developed World ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,000 Knowledge Leaders Developed World ETF shares in Q4 2021, an estimated $46K.
Arkadios Wealth Advisors first reported a position in Knowledge Leaders Developed World ETF in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Knowledge Leaders Developed World ETF position peaked at $46K in Q3 2021.
21 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q4 2021.

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