Certified Advisory Corp’s ARK Web x.0 ETF ARKW Stock Holding History

Certified Advisory Corp’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	$202K	Buy	+1,676	New	+$222K	0.02%	310
2025 Q4	–	Sell	-1,245	Closed	-$217K	–	318
2025 Q3	$217K	Buy	+1,245	New	+$197K	0.02%	301
2025 Q1	–	Sell	-1,915	Closed	-$207K	–	297
2024 Q4	$207K	Sell	1,915 -649	-25%	-$65.2K	0.02%	285
2024 Q3	$218K	Hold	2,564	–	–	0.02%	280
2024 Q2	$200K	Sell	2,564 -27	-1%	-$2.08K	0.03%	277
2024 Q1	$216K	Buy	+2,591	New	+$196K	0.03%	251
2022 Q3	–	Sell	-4,237	Closed	-$208K	–	215
2022 Q2	$208K	Sell	4,237 -310	-7%	-$19.2K	0.05%	196
2022 Q1	$397K	Sell	4,547 -3,545	-44%	-$321K	0.08%	162
2021 Q4	$960K	Sell	8,092 -4,325	-35%	-$612K	0.21%	113
2021 Q3	$1.72M	Buy	12,417 +4,564	+58%	+$674K	0.42%	62
2021 Q2	$1.21M	Buy	7,853 +282	+4%	+$40.4K	0.3%	81
2021 Q1	$1.12M	Buy	+7,571	New	+$1.22M	0.29%	83
2020 Q2	$197K	Buy	+2,324	New	+$163K	0.07%	182

Other funds holding ARKW

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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