CAWM
ARKW icon

Capital A Wealth Management’s ARK Web x.0 ETF ARKW Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$32.1K Sell
423
-2,355
-85% -$269K 0.36% 90
2025
Q1 		$263K Sell
2,778
-2,569
-48% -$283K 0.28% 48
2024
Q4 		$577K Buy
+5,347
New +$537K 0.96% 22

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Capital A Wealth Management's ARKW Position: Q2 2025 in Review

Capital A Wealth Management reduced its ARK Web x.0 ETF (ARKW) stake by 85% in Q2 2025, selling an estimated $269K and leaving 423 shares worth $32.1K. The position accounts for 0.36% of the portfolio, ranked #90.

Capital A Wealth Management first reported a position in ARKW in Q4 2024 and has held it in 3 quarters since. The position peaked at $577K in Q4 2024. 225 funds tracked by Wall St. Rank hold ARKW as of Q2 2025.

  • Capital A Wealth Management held 423 shares of ARK Web x.0 ETF worth $32.1K as of Q2 2025.
  • Capital A Wealth Management sold 2,355 ARK Web x.0 ETF shares in Q2 2025, an estimated $269K.
  • ARK Web x.0 ETF made up 0.36% of Capital A Wealth Management's portfolio in Q2 2025, its #90 holding.
  • Capital A Wealth Management first reported a position in ARK Web x.0 ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's ARK Web x.0 ETF position peaked at $577K in Q4 2024.
  • 225 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.