CAPTRUST Financial Advisors
ARKW icon

CAPTRUST Financial Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

CAPTRUST Financial 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
2023
Q4 		– Sell
-100
Closed -$5 – 2665
2023
Q3 		$5 Buy
+100
New +$5.93K ﹤0.01% 2626

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B 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 $377B 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 $38.1B 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 $893B AUM 36.07% 1-Year Est. Return

CAPTRUST Financial Advisors's ARKW Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its ARK Web x.0 ETF (ARKW) stake by 0.74% in Q1 2026, selling an estimated $2.92K and leaving 2,966 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

CAPTRUST Financial Advisors first reported a position in ARKW in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.19M in Q3 2021. 223 funds tracked by Wall St. Rank hold ARKW as of Q1 2026.

  • CAPTRUST Financial Advisors held 2,966 shares of ARK Web x.0 ETF worth $357K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 22 ARK Web x.0 ETF shares in Q1 2026, an estimated $2.92K.
  • ARK Web x.0 ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2272 holding.
  • CAPTRUST Financial Advisors first reported a position in ARK Web x.0 ETF in Q3 2020 and has held it in 22 quarters since.
  • CAPTRUST Financial Advisors's ARK Web x.0 ETF position peaked at $1.19M in Q3 2021.
  • 223 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.