AWE
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Avidian Wealth Enterprises’s Tradr 2X Long Innovation ETF TARK Stock Holding History

Avidian Wealth Enterprises’s Portfolio TARK Stock Details TARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,800
Closed -$269K – 475
2022
Q3 		$269K Buy
+7,800
New +$399K 0.02% 342

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WA
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Jane Street
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TRCT
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Osaic Holdings
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CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
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Avidian Wealth Enterprises's TARK Position: Q4 2022 in Review

Avidian Wealth Enterprises sold out of Tradr 2X Long Innovation ETF (TARK) in Q4 2022, closing a stake of 7,800 shares — an estimated $269K sold.

Avidian Wealth Enterprises first reported a position in TARK in Q3 2022 and held it in 1 quarter. The position peaked at $269K in Q3 2022. 9 funds tracked by Wall St. Rank hold TARK as of Q4 2022.

  • Avidian Wealth Enterprises reported no remaining Tradr 2X Long Innovation ETF position as of Q4 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 7,800 Tradr 2X Long Innovation ETF shares in Q4 2022, an estimated $269K.
  • Avidian Wealth Enterprises first reported a position in Tradr 2X Long Innovation ETF in Q3 2022 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Tradr 2X Long Innovation ETF position peaked at $269K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held Tradr 2X Long Innovation ETF as of Q4 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2022, filed 6 Feb 2023.