Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Arq Wealth Advisors

Latest statistics and disclosures from Arq Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUS, GARP, CLSE, RECS, JFLX, and represent 14.36% of Arq Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CLSE (+$24M), AVGE, TAXF, AUSF, JAAA, MBB, MUB, SGOV, NVDA, JFLX.
Started 5 new stock positions in FCX, SPSB, HIX, IWB, SHOP.
Reduced shares in these 10 stocks: HEQT, JMUB, JPST, JMBS, BALT, MUST, FNDF, DBEF, FNDX, JMOM.
Sold out of its positions in ABNB, BDX, BRO, NEOG, MDT.
Arq Wealth Advisors was a net buyer of stock by $31M.
Arq Wealth Advisors has $834M in assets under management (AUM), dropping by 3.43%.
Central Index Key (CIK): 0001811827

Tip: Access up to 7 years of quarterly data

Positions held by Arq Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Arq Wealth Advisors

Arq Wealth Advisors holds 209 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	3.2	$27M		210k	128.09	View chart
Ishares Tr Msci Us Garp Etf (GARP)	3.2	$26M		310k	85.26	View chart
Trust For Professional Man Convergence Lng (CLSE)	2.9	$24M	+3291%	718k	34.01	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	2.6	$22M	+4%	489k	45.09	View chart
J P Morgan Exchange Traded F Flexi Debt Etf (JFLX)	2.4	$20M	+6%	410k	48.85	View chart
Global X Fds Adaptive Us (AUSF)	2.4	$20M	+13%	405k	48.71	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.3	$19M	+13%	374k	50.47	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	2.2	$19M	+6%	390k	47.66	View chart
Vanguard World Mrngstr Val Etf (MGV)	2.0	$17M		103k	161.09	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	2.0	$16M	-5%	196k	83.35	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	1.9	$16M	-3%	238k	67.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.9	$16M		137k	117.77	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.8	$15M	+13%	149k	100.68	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.8	$15M	+2%	184k	79.72	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	1.7	$14M	-2%	145k	97.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$14M	+2%	63k	222.24	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.6	$13M	-6%	239k	54.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.5	$13M		143k	90.11	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.5	$13M	-20%	268k	47.58	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	1.5	$13M	+9%	270k	46.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	1.4	$12M	-2%	414k	28.54	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	1.4	$12M	+5%	60k	190.11	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.4	$11M	+3%	126k	89.76	View chart
Microsoft Corporation (MSFT)	1.3	$11M	-3%	21k	512.90	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.3	$11M	-13%	196k	53.75	View chart
Apple (AAPL)	1.2	$9.9M		30k	333.02	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.2	$9.8M		209k	46.70	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.1	$9.6M		26k	374.24	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.1	$9.5M	+7%	116k	82.16	View chart
Adams Express Company (ADX)	1.1	$9.0M	+4%	349k	25.67	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	1.0	$8.8M	+3%	271k	32.28	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.0	$8.7M	+5%	313k	27.88	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	1.0	$8.6M	+6%	365k	23.59	View chart
Janus Detroit Str Tr Hende Incom Etf (JIII)	1.0	$8.5M	+6%	176k	48.11	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	1.0	$8.4M	+9%	151k	55.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$8.1M	+2%	23k	344.09	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.0	$8.1M	-21%	191k	42.26	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.9	$7.5M	+6%	162k	46.49	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.9	$7.5M	+9%	180k	41.54	View chart
Ishares Emng Mkts Eqt (EMGF)	0.9	$7.4M		103k	71.54	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.9	$7.2M		136k	52.50	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.9	$7.1M	+151%	72k	98.34	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.8	$6.5M	+108%	136k	47.38	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$6.4M		65k	99.08	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.8	$6.4M	+9%	161k	39.54	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.7	$6.0M	+6%	355k	17.05	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$5.8M	-4%	61k	94.02	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.7	$5.7M	+10%	221k	25.94	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.7	$5.7M	+13%	143k	39.88	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.7	$5.7M	+15%	205k	27.83	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.7	$5.6M	-5%	81k	69.96	View chart
Spdr Series Trust St Str Glb Dow (DGT)	0.7	$5.5M	+17%	30k	185.65	View chart
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB)	0.6	$5.4M	+14%	142k	38.06	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.6	$5.4M		107k	50.21	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.6	$5.1M	-15%	161k	31.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$5.0M		71k	70.61	View chart
Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST)	0.6	$5.0M	+20%	98k	50.46	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.6	$5.0M	-12%	96k	51.41	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.6	$4.9M	+17%	243k	20.32	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$4.9M	+79%	55k	89.62	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.6	$4.9M	-29%	140k	34.95	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.6	$4.8M		46k	103.24	View chart
American Express Company (AXP)	0.6	$4.7M	-7%	15k	304.11	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$4.3M		64k	66.76	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.5	$4.2M		62k	68.52	View chart
Johnson & Johnson (JNJ)	0.5	$4.1M	-9%	16k	264.74	View chart
Capital One Financial (COF)	0.5	$3.9M	-10%	21k	193.07	View chart
Us Bancorp Com New (USB)	0.5	$3.9M	-11%	68k	57.76	View chart
Charles Schwab Corporation (SCHW)	0.5	$3.9M	-11%	40k	97.74	View chart
McKesson Corporation (MCK)	0.5	$3.8M		4.5k	853.81	View chart
NVIDIA Corporation (NVDA)	0.5	$3.8M	+76%	17k	228.38	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.7M	-8%	6.7k	551.47	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.4	$3.7M		89k	40.99	View chart
Capital Group Global Equity SHS (CGGE)	0.4	$3.6M	+26%	103k	34.81	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.4	$3.5M	-36%	185k	19.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$3.5M		11k	317.34	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.4	$3.2M		51k	63.04	View chart
Amazon (AMZN)	0.4	$3.2M	+5%	13k	249.15	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.4	$3.0M	-55%	88k	34.32	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$2.9M	+41%	39k	73.80	View chart
FedEx Corporation (FDX)	0.3	$2.7M	-6%	9.4k	285.09	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.3	$2.7M	+28%	57k	46.92	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.3	$2.7M	+12%	54k	49.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.5M		3.3k	765.74	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.5M	+559%	25k	101.10	View chart
Waste Management (WM)	0.3	$2.5M	-18%	12k	203.91	View chart
Goldman Sachs Etf Tr Activebeta Wrld (GSWO)	0.3	$2.5M	-22%	38k	64.61	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$2.4M		10k	231.63	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.3	$2.3M	+46%	47k	50.19	View chart
SYSCO Corporation (SYY)	0.3	$2.2M	-10%	29k	77.96	View chart
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD)	0.2	$2.1M	-13%	28k	73.47	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$2.0M	+5%	19k	105.71	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$2.0M	-13%	2.6k	762.55	View chart
Costco Wholesale Corporation (COST)	0.2	$1.9M	-8%	2.1k	910.34	View chart
Willis Towers Watson SHS (WTW)	0.2	$1.9M	-16%	6.5k	288.23	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$1.8M		23k	76.69	View chart
Procter & Gamble Company (PG)	0.2	$1.8M	-19%	12k	145.28	View chart
Meta Platforms Cl A (META)	0.2	$1.7M	-32%	2.4k	725.18	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$1.7M	-19%	84k	20.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.7M		7.2k	233.32	View chart
Pepsi (PEP)	0.2	$1.6M	-22%	12k	126.72	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.2	$1.5M	-27%	15k	97.27	View chart
Innovator Etfs Trust Nasd 100 10 Buff (QBUF)	0.2	$1.5M	+58%	47k	30.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.4M		20k	71.95	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$1.4M	-22%	34k	41.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.4M		3.6k	380.88	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$1.3M	+6%	21k	65.16	View chart
C H Robinson Worldwide In Com New (CHRW)	0.2	$1.3M	-11%	8.7k	147.96	View chart
Innovator Etfs Trust Us Small Cap 10 (RBUF)	0.2	$1.3M	+96%	41k	31.00	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.2	$1.3M	+7%	11k	109.47	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$1.2M	+11%	12k	103.78	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.2M	+18%	8.0k	154.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.1M	+3%	1.6k	700.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.0M		3.1k	340.74	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.0M	-31%	11k	93.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.0M	-4%	6.6k	155.20	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$1.0M	-12%	21k	48.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$945k	-4%	1.3k	739.67	View chart
Home Depot (HD)	0.1	$935k	-3%	3.3k	284.49	View chart
Ab Active Etfs Intl Buffer Etf (BUFI)	0.1	$934k	+58%	22k	42.55	View chart
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)	0.1	$933k	+51%	30k	31.39	View chart
Abbvie (ABBV)	0.1	$861k		3.3k	261.59	View chart
Lpl Financial Holdings (LPLA)	0.1	$861k	-6%	2.8k	305.80	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$822k	-12%	16k	51.76	View chart
Us Foods Hldg Corp call (USFD)	0.1	$783k		8.5k	92.21	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$774k	-7%	7.7k	101.13	View chart
Visa Com Cl A (V)	0.1	$770k	+21%	2.1k	359.34	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$754k	+7%	8.4k	90.11	View chart
Innovator Etfs Trust Emerging Mrkt 10 (EBUF)	0.1	$752k	+52%	24k	31.70	View chart
Walt Disney Company (DIS)	0.1	$750k	-31%	7.1k	104.90	View chart
Affiliated Managers (AMG)	0.1	$746k		2.0k	365.61	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$736k	+28%	1.6k	456.26	View chart
JPMorgan Chase & Co. (JPM)	0.1	$722k	+28%	2.2k	330.76	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	0.1	$699k	+62%	43k	16.33	View chart
Tesla Motors (TSLA)	0.1	$667k	+3%	1.9k	354.81	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$667k	-82%	13k	50.37	View chart
Eli Lilly & Co. (LLY)	0.1	$661k	+6%	571.00	1157.08	View chart
Illinois Tool Works (ITW)	0.1	$659k		2.6k	257.28	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$656k	-6%	35k	18.55	View chart
Thermo Fisher Scientific (TMO)	0.1	$643k	-33%	952.00	675.05	View chart
Wynn Resorts (WYNN)	0.1	$635k		8.0k	79.43	View chart
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)	0.1	$619k	+5%	12k	50.10	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.1	$618k	-12%	21k	29.36	View chart
Strategy Day Hagan Smart (SSUS)	0.1	$605k		11k	56.08	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.1	$598k	+9%	9.8k	61.23	View chart
Cibc Cad (CM)	0.1	$552k		5.0k	110.18	View chart
Rbc Cad (RY)	0.1	$535k		2.7k	196.59	View chart
Paychex (PAYX)	0.1	$524k	-24%	5.3k	98.50	View chart
Verizon Communications (VZ)	0.1	$508k	+2%	11k	45.87	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$501k	NEW	3.4k	148.30	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$498k		2.7k	183.37	View chart
Republic Services (RSG)	0.1	$482k		2.3k	209.87	View chart
Qualcomm (QCOM)	0.1	$475k		2.6k	184.04	View chart
Stryker Corporation (SYK)	0.1	$468k		1.7k	275.39	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$460k		5.2k	88.51	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$447k		1.6k	277.86	View chart
Automatic Data Processing (ADP)	0.1	$435k	-15%	1.7k	258.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$433k		4.2k	103.89	View chart
Wal-Mart Stores (WMT)	0.1	$426k		4.1k	103.92	View chart
Chevron Corporation (CVX)	0.1	$423k	+4%	2.1k	204.21	View chart
Merck & Co (MRK)	0.0	$412k	-20%	2.8k	145.31	View chart
Cisco Systems (CSCO)	0.0	$409k		3.8k	107.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$406k	+4%	3.2k	125.26	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$404k		4.8k	84.08	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.0	$403k	NEW	14k	29.59	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$402k		5.5k	73.40	View chart
Ventas (VTR)	0.0	$393k	-19%	4.6k	85.02	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.0	$390k	+14%	18k	21.38	View chart
Post Holdings Inc Common (POST)	0.0	$390k	-13%	5.4k	72.85	View chart
Freeport Mcmoran CL B (FCX)	0.0	$390k	NEW	5.6k	70.00	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$389k	-3%	4.2k	92.05	View chart
UnitedHealth (UNH)	0.0	$376k		1.0k	366.96	View chart
Intuitive Surgical Com New (ISRG)	0.0	$372k		914.00	406.63	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$368k	-67%	4.9k	75.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$363k		4.3k	84.96	View chart
Target Corporation (TGT)	0.0	$330k		2.1k	156.69	View chart
Honeywell International (HON)	0.0	$321k	-6%	1.5k	210.94	View chart
Bk Nova Cad (BNS)	0.0	$317k		3.5k	90.84	View chart
First Tr Exchng Traded Fd Vi Vest Lad Cap Etf (BUFS)	0.0	$313k		13k	24.69	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$305k		2.6k	117.53	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.0	$297k	-3%	1.7k	174.31	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$297k		1.8k	167.25	View chart
Iqvia Holdings (IQV)	0.0	$296k		1.1k	268.85	View chart
Nvent Elec SHS (NVT)	0.0	$289k		1.8k	160.37	View chart
Boston Scientific Corporation (BSX)	0.0	$287k		6.6k	43.65	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$265k	-12%	2.2k	123.08	View chart
Abbott Laboratories (ABT)	0.0	$259k		2.6k	98.83	View chart
Manulife Finl Corp (MFC)	0.0	$255k		6.0k	42.59	View chart
Honeywell Aerospace (HONA)	0.0	$252k		1.6k	154.97	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$246k		3.5k	69.71	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$243k		1.6k	152.07	View chart
Altria (MO)	0.0	$240k		3.6k	67.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$237k		1.1k	208.11	View chart
Novartis Sponsored Adr (NVS)	0.0	$236k		1.7k	142.57	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$235k	+3%	2.3k	103.05	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$235k		8.6k	27.47	View chart
Gfl Environmental Sub Vtg Shs (GFL)	0.0	$230k	-26%	5.5k	41.83	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$227k		1.4k	166.28	View chart
Ishares Tr Global Equity (GLOF)	0.0	$223k		3.7k	60.65	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$220k	-11%	2.4k	91.64	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.0	$219k		2.8k	78.42	View chart
McDonald's Corporation (MCD)	0.0	$216k		933.00	230.94	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$213k	NEW	511.00	416.13	View chart
Fedex Fght Hldg Common Stock (FDXF)	0.0	$207k	-58%	1.9k	109.38	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$206k	-2%	1.2k	166.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$202k		3.4k	59.31	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$201k		10k	20.12	View chart
Western Asset High Incm Fd I (HIX)	0.0	$59k	NEW	17k	3.53	View chart
Castellum Com New (CTM)	0.0	$22k		35k	0.63	View chart

Past Filings by Arq Wealth Advisors

SEC 13F filings are viewable for Arq Wealth Advisors going back to 2020

Arq Wealth Advisors 2026 Q3 filed Oct. 29, 2026
Arq Wealth Advisors 2026 Q2 filed July 24, 2026
Arq Wealth Advisors 2026 Q1 filed May 1, 2026
Arq Wealth Advisors 2025 Q4 filed Feb. 9, 2026
Arq Wealth Advisors 2025 Q3 filed Nov. 25, 2025
Arq Wealth Advisors 2025 Q2 filed Aug. 18, 2025
Arq Wealth Advisors 2025 Q1 filed May 5, 2025
Arq Wealth Advisors 2024 Q4 filed Feb. 19, 2025
Arq Wealth Advisors 2024 Q3 filed Nov. 5, 2024
Arq Wealth Advisors 2024 Q2 filed Aug. 5, 2024
Arq Wealth Advisors 2024 Q1 filed May 23, 2024
Arq Wealth Advisors 2023 Q4 filed Feb. 27, 2024
Arq Wealth Advisors 2023 Q3 filed Nov. 30, 2023
Arq Wealth Advisors 2023 Q2 filed Aug. 18, 2023
Arq Wealth Advisors 2023 Q1 filed May 9, 2023
Arq Wealth Advisors 2022 Q4 filed Feb. 8, 2023

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z