Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

Cambridge Investment Research 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
Q2 		$3.01M Sell
20,797
-2,225
-10% -$312K 0.01% 1379
2026
Q1 		$2.78M Sell
23,022
-760
-3% -$101K 0.01% 1339
2025
Q4 		$3.51M Sell
23,782
-1,466
-6% -$238K 0.01% 1124
2025
Q3 		$4.41M Sell
25,248
-13,211
-34% -$2.1M 0.01% 982
2025
Q2 		$5.68M Buy
38,459
+6,517
+20% +$745K 0.02% 787
2025
Q1 		$3.02M Sell
31,942
-1,785
-5% -$197K 0.01% 1088
2024
Q4 		$3.64M Buy
33,727
+5,764
+21% +$579K 0.01% 977
2024
Q3 		$2.38M Sell
27,963
-8,616
-24% -$682K 0.01% 1217
2024
Q2 		$2.85M Sell
36,579
-7,239
-17% -$558K 0.01% 1058
2024
Q1 		$3.65M Sell
43,818
-2,765
-6% -$210K 0.01% 925
2023
Q4 		$3.54M Buy
46,583
+1,315
+3% +$81.9K 0.02% 877
2023
Q3 		$2.45M Sell
45,268
-2,521
-5% -$149K 0.01% 1004
2023
Q2 		$2.8M Buy
47,789
+300
+0.6% +$15.6K 0.01% 968
2023
Q1 		$2.55M Sell
47,489
-2,166
-4% -$105K 0.01% 994
2022
Q4 		$1.91M Sell
49,655
-18,831
-27% -$823K 0.01% 1093
2022
Q3 		$3.13M Sell
68,486
-4,181
-6% -$226K 0.02% 799
2022
Q2 		$3.56M Sell
72,667
-3,413
-4% -$212K 0.02% 753
2022
Q1 		$6.64M Sell
76,080
-19,321
-20% -$1.75M 0.03% 524
2021
Q4 		$11.3M Sell
95,401
-2,114
-2% -$299K 0.05% 341
2021
Q3 		$13.5M Sell
97,515
-17,671
-15% -$2.61M 0.07% 286
2021
Q2 		$17.7M Sell
115,186
-97,974
-46% -$14.1M 0.08% 232
2021
Q1 		$31.4M Buy
213,160
+71,711
+51% +$11.6M 0.17% 118
2020
Q4 		$20.7M Sell
141,449
-2,863
-2% -$367K 0.12% 172
2020
Q3 		$15.7M Buy
144,312
+28,255
+24% +$2.86M 0.11% 199
2020
Q2 		$9.85M Buy
116,057
+92,938
+402% +$6.53M 0.07% 258
2020
Q1 		$1.22M Sell
23,119
-123,057
-84% -$7.49M 0.01% 878
2019
Q4 		$8.42M Buy
146,176
+122,000
+505% +$6.49M 0.07% 292
2019
Q3 		$1.18M Sell
24,176
-3,603
-13% -$184K 0.01% 988
2019
Q2 		$1.45M Buy
27,779
+849
+3% +$43.7K 0.01% 846
2019
Q1 		$1.4M Buy
26,930
+5,802
+27% +$287K 0.01% 871
2018
Q4 		$896K Sell
21,128
-112,580
-84% -$5.82M 0.01% 993
2018
Q3 		$7.7M Buy
133,708
+52,616
+65% +$3.03M 0.07% 262
2018
Q2 		$4.5M Buy
81,092
+60,169
+288% +$3.2M 0.05% 373
2018
Q1 		$1.04M Buy
20,923
+6,679
+47% +$339K 0.01% 917
2017
Q4 		$656K Buy
+14,244
New +$627K 0.01% 1153

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

Cambridge Investment Research Advisors's ARKW Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its ARK Next Generation Technology ETF (ARKW) stake by 9.7% in Q2 2026, selling an estimated $312K and leaving 20,797 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #1379.

Cambridge Investment Research Advisors first reported a position in ARKW in Q4 2017 and has held it in 35 quarters since. The position peaked at $31.4M in Q1 2021. 226 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Cambridge Investment Research Advisors held 20,797 shares of ARK Next Generation Technology ETF worth $3.01M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,225 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $312K.
  • ARK Next Generation Technology ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1379 holding.
  • Cambridge Investment Research Advisors first reported a position in ARK Next Generation Technology ETF in Q4 2017 and has held it in 35 quarters since.
  • Cambridge Investment Research Advisors's ARK Next Generation Technology ETF position peaked at $31.4M in Q1 2021.
  • 226 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.