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Arkadios Wealth Advisors’s ProShares Short Financials SEF Stock Holding History

Arkadios Wealth Advisors’s Portfolio SEF Stock Details SEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,209
Closed -$214K – 740
2023
Q2 		$214K Buy
+4,209
New +$223K 0.02% 560

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BCM
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WAM
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Goldman Sachs
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Susquehanna International Group
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TSS
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UBS Group
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ACA
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Arkadios Wealth Advisors's SEF Position: Q3 2023 in Review

Arkadios Wealth Advisors sold out of ProShares Short Financials (SEF) in Q3 2023, closing a stake of 4,209 shares — an estimated $214K sold.

Arkadios Wealth Advisors first reported a position in SEF in Q2 2023 and held it in 1 quarter. The position peaked at $214K in Q2 2023. 12 funds tracked by Wall St. Rank hold SEF as of Q3 2023.

  • Arkadios Wealth Advisors reported no remaining ProShares Short Financials position as of Q3 2023 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 4,209 ProShares Short Financials shares in Q3 2023, an estimated $214K.
  • Arkadios Wealth Advisors first reported a position in ProShares Short Financials in Q2 2023 and held it in 1 quarter.
  • Arkadios Wealth Advisors's ProShares Short Financials position peaked at $214K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held ProShares Short Financials as of Q3 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.