Capstone Financial Group’s ARK Next Generation Technology ETF ARKW Stock Holding History

Capstone Financial Group’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
2020 Q3	$21K	Buy	+192	New	+$19.4K	0.02%	152

Other funds holding ARKW

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Capstone Financial Group's ARKW Position: Q3 2020 in Review

Capstone Financial Group opened a new position in ARK Next Generation Technology ETF (ARKW) in Q3 2020: 192 shares worth $21K. The stake represents 0.02% of the portfolio and ranks #152 among its holdings.

196 funds tracked by Wall St. Rank hold ARKW as of Q3 2020.

Capstone Financial Group held 192 shares of ARK Next Generation Technology ETF worth $21K as of Q3 2020.
ARK Next Generation Technology ETF was a new Capstone Financial Group position in Q3 2020.
ARK Next Generation Technology ETF made up 0.02% of Capstone Financial Group's portfolio in Q3 2020, its #152 holding.
196 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.