CWA
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Choice Wealth Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Choice Wealth 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
2022
Q3 		– Sell
-20,976
Closed -$1.03M – 23
2022
Q2 		$1.03M Buy
+20,976
New +$1.3M 0.83% 21

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Choice Wealth Advisors's ARKW Position: Q3 2022 in Review

Choice Wealth Advisors sold out of ARK Web x.0 ETF (ARKW) in Q3 2022, closing a stake of 20,976 shares — an estimated $1.03M sold.

Choice Wealth Advisors first reported a position in ARKW in Q2 2022 and held it in 1 quarter. The position peaked at $1.03M in Q2 2022. 216 funds tracked by Wall St. Rank hold ARKW as of Q3 2022.

  • Choice Wealth Advisors reported no remaining ARK Web x.0 ETF position as of Q3 2022 after selling out during the quarter.
  • Choice Wealth Advisors sold 20,976 ARK Web x.0 ETF shares in Q3 2022, an estimated $1.03M.
  • Choice Wealth Advisors first reported a position in ARK Web x.0 ETF in Q2 2022 and held it in 1 quarter.
  • Choice Wealth Advisors's ARK Web x.0 ETF position peaked at $1.03M in Q2 2022.
  • 216 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q3 2022.

Based on Choice Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.