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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

EXC holding history

Exelon Corp in every 13F filed by Arkadios Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXC overviewAll 13F holders of EXCFull Q2 2026 holdings

Shares (Q2 2026)
14,507
Value
$676.3K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of EXC by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,507$676.3K<0.1%−515−3.4%ReducedHolders
Q1 202615,022$736.4K<0.1%+1,202+8.7%AddedHolders
Q4 202513,820$602.4K<0.1%−1,419−9.3%ReducedHolders
Q3 202515,239$685.9K<0.1%+4,839+46.5%AddedHolders
Q2 202510,400$451.6K<0.1%+1,437+16.0%AddedHolders
Q1 20258,963$413.0K<0.1%+1,318+17.2%AddedHolders
Q4 20247,645$287.7K<0.1%+2,311+43.3%AddedHolders
Q3 20245,334$216.3K<0.1%+5,334NewHolders
Q4 20210$00.0%−2,761−100.0%Sold outHolders
Q3 20212,761$133.0K<0.1%−89−3.1%ReducedHolders
Q2 20212,850$126.0K<0.1%+1,791+169.1%AddedHolders
Q1 20211,059$46.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.