1834 Investment Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

1834 Investment Advisors’s Portfolio ARKW Stock Details ARKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-92	Closed	-$5K	–	214
2022 Q2	$5K	Hold	92	–	–	﹤0.01%	405
2022 Q1	$8K	Hold	92	–	–	﹤0.01%	365
2021 Q4	$11K	Hold	92	–	–	﹤0.01%	372
2021 Q3	$13K	Hold	92	–	–	﹤0.01%	375
2021 Q2	$14K	Hold	92	–	–	﹤0.01%	387
2021 Q1	$14K	Hold	92	–	–	﹤0.01%	355
2020 Q4	$13K	Hold	92	–	–	﹤0.01%	350
2020 Q3	$10K	Buy	+92	New	+$9.31K	﹤0.01%	338

Other funds holding ARKW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return