AWA
OEI

Arkadios Wealth Advisors’s Optimized Equity Income ETF OEI Stock Holding History

Arkadios Wealth Advisors’s Portfolio OEI Stock Details OEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.9M Buy
1,423,436
+252,413
+22% +$6.42M 0.57% 29
2025
Q4 		$30M Buy
+1,171,023
New +$29.8M 0.58% 27

Other funds holding OEI

AC
Avory & Company Miami, Florida $77.3M AUM 0.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arkadios Wealth Advisors's OEI Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Optimized Equity Income ETF (OEI) stake by 22% in Q1 2026, buying an estimated $6.42M and bringing the position to 1,423,436 shares worth $34.9M. The position accounts for 0.57% of the portfolio, ranked #29.

Arkadios Wealth Advisors first reported a position in OEI in Q4 2025 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold OEI as of Q1 2026.

  • Arkadios Wealth Advisors held 1,423,436 shares of Optimized Equity Income ETF worth $34.9M as of Q1 2026.
  • Arkadios Wealth Advisors bought 252,413 Optimized Equity Income ETF shares in Q1 2026, an estimated $6.42M.
  • Optimized Equity Income ETF made up 0.57% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Arkadios Wealth Advisors first reported a position in Optimized Equity Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 3 funds tracked by Wall St. Rank held Optimized Equity Income ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.