Avidian Wealth Enterprises, LLC KOLD β€” PROSHARES TR II

Ownership history in Avidian Wealth Enterprises, LLC  Β·  2 quarters on record

AI Ownership Summary

Avidian Wealth Enterprises, LLC reported PROSHARES TR II (KOLD) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows KOLD at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KOLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avidian Wealth Enterprises, LLC's position in PROSHARES TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KOLD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KOLD stock page Avidian Wealth Enterprises, LLC fund profile Avidian Wealth Enterprises, LLC full holdings
How Avidian Wealth Enterprises, LLC held KOLD β€” position size vs. price
% of Fund (quarterly)    KOLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 35,000 +25,000 +250.0% 0.02% $760K 2026-05-07 $26.16
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding KOLD

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.13% HIGHLINE WEALTH PARTNERS LLC 0.0% TRUST CO OF TOLEDO NA /OH/ 3Y 7Y 0.0% IMC-Chicago, LLC 3Y 7Y 0.0% Activest Wealth Management 3Y 0.0% UBS Group AG 3Y 7Y 0.0% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%

FAQ About Avidian Wealth Enterprises, LLC and KOLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avidian Wealth Enterprises, LLC reported owning KOLD?

Avidian Wealth Enterprises, LLC reported KOLD across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported KOLD position in Avidian Wealth Enterprises, LLC's portfolio?

The largest reported portfolio weight for KOLD was 0.02% in 2026 Q1.

What is the latest reported KOLD position on this page?

The most recent filing on this page is 2026 Q1, when Avidian Wealth Enterprises, LLC reported 35,000 shares, equal to 0.02% of portfolio, with an estimated market value of $760K.

What does the chart on this KOLD ownership page compare?

The chart compares Avidian Wealth Enterprises, LLC's quarterly KOLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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