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Brown, Lisle/Cummings’s ARK Web x.0 ETF ARKW Stock Holding History

Brown, Lisle/Cummings’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 		$36.2K Hold
300
– – 0.01% 403
2025
Q4 		$44.3K Hold
300
– – 0.01% 357
2025
Q3 		$52.4K Hold
300
– – 0.01% 335
2025
Q2 		$44.3K Hold
300
– – 0.01% 346
2025
Q1 		$28.4K Hold
300
– – 0.01% 378
2024
Q4 		$32.4K Hold
300
– – 0.01% 367
2024
Q3 		$25.5K Hold
300
– – 0.01% 366
2024
Q2 		$23.4K Hold
300
– – 0.01% 373
2024
Q1 		$25K Hold
300
– – 0.01% 352
2023
Q4 		$22.8K Hold
300
– – 0.01% 349
2023
Q3 		$16.2K Hold
300
– – 0.01% 355
2023
Q2 		$17.6K Hold
300
– – 0.01% 351
2023
Q1 		$16.1K Buy
300
+150
+100% +$7.3K 0.01% 352
2022
Q4 		$5.78K Buy
+150
New +$6.56K ﹤0.01% 431

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