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Calton & Associates’s ARK Web x.0 ETF ARKW Stock Holding History

Calton & Associates’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 		– Sell
-1,701
Closed -$251K – 442
2025
Q4 		$251K Sell
1,701
-137
-7% -$22.2K 0.04% 373
2025
Q3 		$321K Buy
1,838
+109
+6% +$17.3K 0.05% 308
2025
Q2 		$255K Buy
+1,729
New +$198K 0.04% 314
2018
Q1 		– Sell
-143
Closed -$7K – 394
2017
Q4 		$7K Buy
+143
New +$6.3K ﹤0.01% 1152

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
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 $187B AUM 21.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $1.28T AUM 58.89% 1-Year Est. Return

Calton & Associates's ARKW Position: Q1 2026 in Review

Calton & Associates sold out of ARK Web x.0 ETF (ARKW) in Q1 2026, closing a stake of 1,701 shares — an estimated $251K sold.

Calton & Associates first reported a position in ARKW in Q4 2017 and held it in 4 quarters. The position peaked at $321K in Q3 2025. 224 funds tracked by Wall St. Rank hold ARKW as of Q1 2026.

  • Calton & Associates reported no remaining ARK Web x.0 ETF position as of Q1 2026 after selling out during the quarter.
  • Calton & Associates sold 1,701 ARK Web x.0 ETF shares in Q1 2026, an estimated $251K.
  • Calton & Associates first reported a position in ARK Web x.0 ETF in Q4 2017 and held it in 4 quarters.
  • Calton & Associates's ARK Web x.0 ETF position peaked at $321K in Q3 2025.
  • 224 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.