SEC 13F Intelligence

Axim Planning & Wealth / ARCM

Axim Planning & Wealth’s Arrow Invts Tr Position

Does Axim Planning & Wealth own Arrow Invts Tr (ARCM)? Yes — 16.0K shares worth $2M (+1.94% of its 13F portfolio) as of Q1 2026, up from 9.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
16.0K
% of Portfolio
+1.94%
Quarters Held
4
currently held

Position History ARCM

Reported value by quarter
Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $950,297Q4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.0K$2M+1.94%
Q4 20259.5K$950,297+1.00%
Q3 202521.2K$2M+1.68%
Q2 202514.5K$1M+1.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Axim Planning & Wealth’s full portfolio or all institutional holders of ARCM.