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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

MCR holding history

MFS Charter Income Trust 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.

MCR overviewAll 13F holders of MCRFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2022
Holdings of MCR by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−11,450−100.0%Sold outHolders
Q2 202411,450$71.8K<0.1%−3,095−21.3%ReducedHolders
Q1 202414,545$92.2K<0.1%00.0%UnchangedHolders
Q4 202314,545$94.0K<0.1%00.0%UnchangedHolders
Q3 202314,545$85.1K<0.1%00.0%UnchangedHolders
Q2 202314,545$91.8K<0.1%00.0%UnchangedHolders
Q1 202314,545$91.5K<0.1%−1,300−8.2%ReducedHolders
Q4 202215,845$97.4K<0.1%+1,550+10.8%AddedHolders
Q3 202214,295$85.0K<0.1%00.0%UnchangedHolders
Q2 202214,295$90.0K<0.1%+14,295NewHolders