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Birchwood Financial Partners’s ARK Next Generation Technology ETF ARKW Stock Holding History

Birchwood Financial Partners’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
2026
Q2 		$1.01K Hold
7
– – ﹤0.01% 342
2026
Q1 		$844 Sell
7
-7
-50% -$929 ﹤0.01% 340
2025
Q4 		$2.07K Buy
+14
New +$2.27K ﹤0.01% 336

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Birchwood Financial Partners's ARKW Position: Q2 2026 in Review

Birchwood Financial Partners held its ARK Next Generation Technology ETF (ARKW) position steady in Q2 2026 at 7 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Birchwood Financial Partners first reported a position in ARKW in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.07K in Q4 2025. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Birchwood Financial Partners held 7 shares of ARK Next Generation Technology ETF worth $1.01K as of Q2 2026.
  • Birchwood Financial Partners left its ARK Next Generation Technology ETF share count unchanged in Q2 2026.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #342 holding.
  • Birchwood Financial Partners first reported a position in ARK Next Generation Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's ARK Next Generation Technology ETF position peaked at $2.07K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.