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Brown Financial Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Brown Financial 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
2026
Q1 		$266K Buy
2,206
+65
+3% +$8.63K 0.1% 167
2025
Q4 		$316K Buy
2,141
+138
+7% +$22.4K 0.12% 137
2025
Q3 		$350K Buy
2,003
+489
+32% +$77.6K 0.13% 132
2025
Q2 		$223K Buy
+1,514
New +$173K 0.09% 137
2025
Q1 		– Sell
-1,871
Closed -$202K – 132
2024
Q4 		$202K Buy
+1,871
New +$188K 0.08% 124
2024
Q3 		– Sell
-1,383
Closed -$108K – 129
2024
Q2 		$108K Buy
+1,383
New +$107K 0.05% 145

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $376B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return