Arkadios Wealth Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Arkadios Wealth 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
2025 Q4	–	Sell	-1,447	Closed	-$253K	–	1567
2025 Q3	$253K	Sell	1,447 -152	-10%	-$24.1K	0.01%	1229
2025 Q2	$236K	Buy	+1,599	New	+$183K	0.01%	1146
2021 Q4	–	Sell	-18,293	Closed	-$2.54M	–	649
2021 Q3	$2.54M	Buy	18,293 +867	+5%	+$128K	0.37%	68
2021 Q2	$2.68M	Sell	17,426 -3,540	-17%	-$508K	0.33%	78
2021 Q1	$3.09M	Buy	20,966 +11,650	+125%	+$1.88M	0.51%	46
2020 Q4	$1.36M	Buy	+9,316	New	+$1.19M	0.29%	93

Other funds holding ARKW

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

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

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Arkadios Wealth Advisors's ARKW Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of ARK Web x.0 ETF (ARKW) in Q4 2025, closing a stake of 1,447 shares — an estimated $253K sold.

Arkadios Wealth Advisors first reported a position in ARKW in Q4 2020 and held it in 6 quarters. The position peaked at $3.09M in Q1 2021. 243 funds tracked by Wall St. Rank hold ARKW as of Q4 2025.

Arkadios Wealth Advisors reported no remaining ARK Web x.0 ETF position as of Q4 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,447 ARK Web x.0 ETF shares in Q4 2025, an estimated $253K.
Arkadios Wealth Advisors first reported a position in ARK Web x.0 ETF in Q4 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's ARK Web x.0 ETF position peaked at $3.09M in Q1 2021.
243 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.