Aldebaran Financial’s ARK Web x.0 ETF ARKW Stock Holding History

Aldebaran Financial’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 Q1	–	Sell	-1,902	Closed	-$226K	–	90
2021 Q4	$226K	Hold	1,902	–	–	0.17%	84
2021 Q3	$264K	Hold	1,902	–	–	0.21%	74
2021 Q2	$288K	Hold	1,902	–	–	0.24%	71
2021 Q1	$280K	Buy	+1,902	New	+$307K	0.25%	68

Other funds holding ARKW

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Aldebaran Financial's ARKW Position: Q1 2022 in Review

Aldebaran Financial sold out of ARK Web x.0 ETF (ARKW) in Q1 2022, closing a stake of 1,902 shares — an estimated $226K sold.

Aldebaran Financial first reported a position in ARKW in Q1 2021 and held it in 4 quarters. The position peaked at $288K in Q2 2021. 286 funds tracked by Wall St. Rank hold ARKW as of Q1 2022.

Aldebaran Financial reported no remaining ARK Web x.0 ETF position as of Q1 2022 after selling out during the quarter.
Aldebaran Financial sold 1,902 ARK Web x.0 ETF shares in Q1 2022, an estimated $226K.
Aldebaran Financial first reported a position in ARK Web x.0 ETF in Q1 2021 and held it in 4 quarters.
Aldebaran Financial's ARK Web x.0 ETF position peaked at $288K in Q2 2021.
286 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2022.

Based on Aldebaran Financial's 13F filing for Q1 2022, filed 18 Apr 2022.