AAS
ARKW icon

Avantax Advisory Services’s ARK Web x.0 ETF ARKW Stock Holding History

Avantax Advisory Services’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 		$2.64M Buy
17,889
+1,158
+7% +$132K 0.01% 674
2025
Q1 		$1.58M Buy
16,731
+45
+0.3% +$4.96K 0.01% 869
2024
Q4 		$1.8M Buy
16,686
+626
+4% +$62.9K 0.01% 758
2024
Q3 		$1.37M Sell
16,060
-585
-4% -$46.3K 0.01% 864
2024
Q2 		$1.3M Sell
16,645
-1,684
-9% -$130K 0.01% 847
2024
Q1 		$1.53M Buy
18,329
+2,045
+13% +$155K 0.01% 620
2023
Q4 		$1.24M Buy
16,284
+1,378
+9% +$85.8K 0.01% 644
2023
Q3 		$807K Sell
14,906
-1,795
-11% -$106K 0.01% 760
2023
Q2 		$979K Buy
16,701
+2,341
+16% +$122K 0.01% 684
2023
Q1 		$770K Sell
14,360
-461
-3% -$22.4K 0.01% 750
2022
Q4 		$571K Sell
14,821
-3,460
-19% -$151K 0.01% 808
2022
Q3 		$834K Sell
18,281
-514
-3% -$27.8K 0.01% 612
2022
Q2 		$921K Sell
18,795
-4,619
-20% -$286K 0.01% 570
2022
Q1 		$2.05M Buy
23,414
+623
+3% +$56.4K 0.03% 371
2021
Q4 		$2.7M Sell
22,791
-3,208
-12% -$454K 0.04% 304
2021
Q3 		$3.61M Buy
25,999
+2,311
+10% +$341K 0.06% 231
2021
Q2 		$3.64M Buy
23,688
+19,104
+417% +$2.74M 0.07% 221
2021
Q1 		$673K Buy
4,584
+989
+28% +$160K 0.01% 526
2020
Q4 		$528K Sell
3,595
-699
-16% -$89.5K 0.01% 543
2020
Q3 		$465K Buy
4,294
+331
+8% +$33.5K 0.01% 821
2020
Q2 		$336K Buy
+3,963
New +$278K 0.01% 599

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B 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
LPL Financial San Diego, California $377B 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
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 $71.6B AUM 21.08% 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 $40.4B AUM 21.2% 1-Year Est. Return

Avantax Advisory Services's ARKW Position: Q2 2025 in Review

Avantax Advisory Services increased its ARK Web x.0 ETF (ARKW) stake by 6.9% in Q2 2025, buying an estimated $132K and bringing the position to 17,889 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #674.

Avantax Advisory Services first reported a position in ARKW in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.64M in Q2 2021. 225 funds tracked by Wall St. Rank hold ARKW as of Q2 2025.

  • Avantax Advisory Services held 17,889 shares of ARK Web x.0 ETF worth $2.64M as of Q2 2025.
  • Avantax Advisory Services bought 1,158 ARK Web x.0 ETF shares in Q2 2025, an estimated $132K.
  • ARK Web x.0 ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #674 holding.
  • Avantax Advisory Services first reported a position in ARK Web x.0 ETF in Q2 2020 and has held it in 21 quarters since.
  • Avantax Advisory Services's ARK Web x.0 ETF position peaked at $3.64M in Q2 2021.
  • 225 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.