Arkadios Wealth Advisors’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,300	Closed	-$208K	–	568
2022 Q2	$208K	Sell	7,300 -350	-5%	-$10.8K	0.03%	499
2022 Q1	$243K	Buy	+7,650	New	+$241K	0.03%	478

Other funds holding SPDV

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

RJA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Arkadios Wealth Advisors's SPDV Position: Q3 2022 in Review

Arkadios Wealth Advisors sold out of AAM S&P 500 High Dividend Value ETF (SPDV) in Q3 2022, closing a stake of 7,300 shares — an estimated $208K sold.

Arkadios Wealth Advisors first reported a position in SPDV in Q1 2022 and held it in 2 quarters. The position peaked at $243K in Q1 2022. 27 funds tracked by Wall St. Rank hold SPDV as of Q3 2022.

Arkadios Wealth Advisors reported no remaining AAM S&P 500 High Dividend Value ETF position as of Q3 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 7,300 AAM S&P 500 High Dividend Value ETF shares in Q3 2022, an estimated $208K.
Arkadios Wealth Advisors first reported a position in AAM S&P 500 High Dividend Value ETF in Q1 2022 and held it in 2 quarters.
Arkadios Wealth Advisors's AAM S&P 500 High Dividend Value ETF position peaked at $243K in Q1 2022.
27 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q3 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.