Atria Wealth Solutions’s ARK Web x.0 ETF ARKW Stock Holding History

Atria Wealth Solutions’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 Q2	$548K	Sell	3,709 -3,973	-52%	-$454K	0.01%	874
2025 Q1	$727K	Sell	7,682 -2,062	-21%	-$227K	0.01%	1012
2024 Q4	$1.05M	Sell	9,744 -633	-6%	-$63.6K	0.01%	906
2024 Q3	$883K	Sell	10,377 -1,768	-15%	-$140K	0.01%	955
2024 Q2	$948K	Sell	12,145 -4,411	-27%	-$340K	0.01%	916
2024 Q1	$1.38M	Sell	16,556 -3,138	-16%	-$238K	0.02%	769
2023 Q4	$1.49M	Sell	19,694 -49	-0.2%	-$3.05K	0.02%	704
2023 Q3	$1.07M	Sell	19,743 -74	-0.4%	-$4.39K	0.02%	780
2023 Q2	$1.16M	Sell	19,817 -131	-0.7%	-$6.82K	0.02%	784
2023 Q1	$1.07M	Sell	19,948 -714	-3%	-$34.8K	0.02%	768
2022 Q4	$797K	Sell	20,662 -1,502	-7%	-$65.7K	0.01%	864
2022 Q3	$1.01M	Buy	22,164 +2,689	+14%	+$146K	0.02%	707
2022 Q2	$955K	Sell	19,475 -85	-0.4%	-$5.27K	0.02%	714
2022 Q1	$1.71M	Buy	+19,560	New	+$1.77M	0.03%	529

Other funds holding ARKW

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

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services

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

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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return