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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
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Atria Wealth Solutions's ARKW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its ARK Web x.0 ETF (ARKW) stake by 52% in Q2 2025, selling an estimated $454K and leaving 3,709 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #874.

Atria Wealth Solutions first reported a position in ARKW in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.71M in Q1 2022. 225 funds tracked by Wall St. Rank hold ARKW as of Q2 2025.

  • Atria Wealth Solutions held 3,709 shares of ARK Web x.0 ETF worth $548K as of Q2 2025.
  • Atria Wealth Solutions sold 3,973 ARK Web x.0 ETF shares in Q2 2025, an estimated $454K.
  • ARK Web x.0 ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #874 holding.
  • Atria Wealth Solutions first reported a position in ARK Web x.0 ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's ARK Web x.0 ETF position peaked at $1.71M in Q1 2022.
  • 225 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.