Action Point Financial Planning’s ARK Web x.0 ETF ARKW Stock Holding History

Action Point Financial Planning’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
2026 Q2	$40.6K	Buy	+280	New	+$39.2K	﹤0.01%	890

Other funds holding ARKW

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Action Point Financial Planning's ARKW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ARK Web x.0 ETF (ARKW) in Q2 2026: 280 shares worth $40.6K. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings.

226 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

Action Point Financial Planning held 280 shares of ARK Web x.0 ETF worth $40.6K as of Q2 2026.
ARK Web x.0 ETF was a new Action Point Financial Planning position in Q2 2026.
ARK Web x.0 ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #890 holding.
226 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.