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Advyzon Investment Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Advyzon Investment 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
2026
Q2 		$554K Sell
3,823
-40
-1% -$5.6K 0.04% 438
2026
Q1 		$466K Buy
3,863
+1,169
+43% +$155K 0.04% 429
2025
Q4 		$398K Buy
2,694
+1,244
+86% +$202K 0.05% 374
2025
Q3 		$253K Buy
+1,450
New +$230K 0.04% 360

Other funds holding ARKW

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Advyzon Investment Management's ARKW Position: Q2 2026 in Review

Advyzon Investment Management reduced its ARK Next Generation Technology ETF (ARKW) stake by 1% in Q2 2026, selling an estimated $5.6K and leaving 3,823 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #438.

Advyzon Investment Management first reported a position in ARKW in Q3 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Advyzon Investment Management held 3,823 shares of ARK Next Generation Technology ETF worth $554K as of Q2 2026.
  • Advyzon Investment Management sold 40 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $5.6K.
  • ARK Next Generation Technology ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #438 holding.
  • Advyzon Investment Management first reported a position in ARK Next Generation Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.