BRWA
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B. Riley Wealth Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

B. Riley 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
Q3 		– Sell
-1,539
Closed -$227K – 1082
2025
Q2 		$227K Sell
1,539
-1,026
-40% -$117K 0.01% 832
2025
Q1 		$243K Sell
2,565
-95
-4% -$10.5K 0.01% 1071
2024
Q4 		$287K Buy
2,660
+231
+10% +$23.2K 0.01% 881
2024
Q3 		$202K Sell
2,429
-334
-12% -$26.4K 0.01% 1138
2024
Q2 		$216K Sell
2,763
-1,051
-28% -$81.1K 0.01% 1196
2024
Q1 		$207K Sell
3,814
-605
-14% -$45.9K 0.01% 1261
2023
Q4 		$335K Buy
4,419
+605
+16% +$37.7K 0.01% 1001
2023
Q3 		$207K Sell
3,814
-410
-10% -$24.3K 0.01% 1261
2023
Q2 		$248K Buy
+4,224
New +$220K 0.01% 1226
2022
Q2 		– Sell
-4,080
Closed -$356K – 1242
2022
Q1 		$356K Sell
4,080
-2,631
-39% -$238K 0.01% 931
2021
Q4 		$796K Sell
6,711
-1,364
-17% -$193K 0.02% 609
2021
Q3 		$1.13M Buy
8,075
+170
+2% +$25.1K 0.04% 479
2021
Q2 		$1.22M Sell
7,905
-1,090
-12% -$156K 0.04% 456
2021
Q1 		$1.33M Buy
8,995
+5,988
+199% +$966K 0.05% 407
2020
Q4 		$440K Buy
+3,007
New +$385K 0.02% 583

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

B. Riley Wealth Advisors's ARKW Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of ARK Next Generation Technology ETF (ARKW) in Q3 2025, closing a stake of 1,539 shares — an estimated $227K sold.

B. Riley Wealth Advisors first reported a position in ARKW in Q4 2020 and held it in 15 quarters. The position peaked at $1.33M in Q1 2021. 247 funds tracked by Wall St. Rank hold ARKW as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining ARK Next Generation Technology ETF position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,539 ARK Next Generation Technology ETF shares in Q3 2025, an estimated $227K.
  • B. Riley Wealth Advisors first reported a position in ARK Next Generation Technology ETF in Q4 2020 and held it in 15 quarters.
  • B. Riley Wealth Advisors's ARK Next Generation Technology ETF position peaked at $1.33M in Q1 2021.
  • 247 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.