Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

KOLD holding history

ProShares Trust II in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KOLD overview All 13F holders of KOLD Full Q2 2026 holdings

Shares (Q2 2026): 35,000
Value: $792.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2022

Holdings of KOLD by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35,000	$792.8K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	35,000	$759.9K	<0.1%	+35,000	New	Holders
Q1 2023	0	$0	0.0%	−10,000−100.0%	Sold out	Holders
Q4 2022	10,000	$275.6K	<0.1%	+10,000	New	Holders