AWM
ARKW icon

Accel Wealth Management’s ARK Web x.0 ETF ARKW Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-121
Closed -$6.49K – 214
2023
Q1 		$6.49K Hold
121
– – ﹤0.01% 977
2022
Q4 		$4.67K Hold
121
– – ﹤0.01% 820
2022
Q3 		$6K Hold
121
– – ﹤0.01% 809
2022
Q2 		$6K Sell
121
-517
-81% -$32.1K ﹤0.01% 773
2022
Q1 		$56K Hold
638
– – 0.03% 347
2021
Q4 		$76K Sell
638
-22
-3% -$3.11K 0.04% 308
2021
Q3 		$92K Buy
660
+27
+4% +$3.99K 0.06% 232
2021
Q2 		$98K Sell
633
-33
-5% -$4.73K 0.07% 237
2021
Q1 		$98K Sell
666
-4,417
-87% -$713K 0.08% 217
2020
Q4 		$744K Buy
+5,083
New +$651K 0.69% 33

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 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