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Capital Investment Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Capital Investment 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 		– Sell
-1,359
Closed -$201K – 751
2025
Q4 		$201K Buy
1,359
+56
+4% +$9.08K ﹤0.01% 704
2025
Q3 		$228K Buy
+1,303
New +$207K ﹤0.01% 666
2022
Q1 		– Sell
-1,907
Closed -$226K – 591
2021
Q4 		$226K Sell
1,907
-1,059
-36% -$150K 0.01% 528
2021
Q3 		$412K Buy
2,966
+142
+5% +$21K 0.01% 391
2021
Q2 		$435K Sell
2,824
-21
-0.7% -$3.01K 0.02% 384
2021
Q1 		$420K Buy
2,845
+1,095
+63% +$177K 0.02% 372
2020
Q4 		$256K Buy
+1,750
New +$224K 0.01% 444

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