Arkadios Wealth Advisors’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-970	Closed	-$51K	–	1377
2021 Q3	$51K	Hold	970	–	–	0.01%	873
2021 Q2	$55K	Hold	970	–	–	0.01%	894
2021 Q1	$50K	Buy	+970	New	+$55.1K	0.01%	693

Other funds holding OGIG

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SWM

Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

LTL

Lowery Thomas LLC Pebble Beach, California $175M AUM 18.98% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q4 2021, closing a stake of 970 shares — an estimated $51K sold.

Arkadios Wealth Advisors first reported a position in OGIG in Q1 2021 and held it in 3 quarters. The position peaked at $55K in Q2 2021. 82 funds tracked by Wall St. Rank hold OGIG as of Q4 2021.

Arkadios Wealth Advisors reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 970 ALPS O'Shares Global Internet Giants ETF shares in Q4 2021, an estimated $51K.
Arkadios Wealth Advisors first reported a position in ALPS O'Shares Global Internet Giants ETF in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's ALPS O'Shares Global Internet Giants ETF position peaked at $55K in Q2 2021.
82 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q4 2021.

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