CIBC Private Wealth Group’s ARK Next Generation Technology ETF ARKW Stock Holding History

CIBC Private Wealth 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
2025 Q4	–	Sell	-6	Closed	-$1.05K	–	3401
2025 Q3	$1.05K	Sell	6 -31	-84%	-$4.92K	﹤0.01%	2816
2025 Q2	$5.5K	Sell	37 -21	-36%	-$2.4K	﹤0.01%	2432
2025 Q1	$4.77K	Hold	58	–	–	﹤0.01%	2470
2024 Q4	$6.39K	Hold	58	–	–	﹤0.01%	2407
2024 Q3	$4.9K	Sell	58 -478	-89%	-$37.8K	﹤0.01%	2591
2024 Q2	$42.9K	Buy	536 +468	+688%	+$36.1K	﹤0.01%	1733
2024 Q1	$5.55K	Buy	+68	New	+$5.16K	﹤0.01%	2473
2021 Q4	–	Sell	-1,469	Closed	-$204K	–	1011
2021 Q3	$204K	Sell	1,469 -71	-5%	-$10.5K	﹤0.01%	896
2021 Q2	$237K	Sell	1,540 -14	-0.9%	-$2.01K	﹤0.01%	957
2021 Q1	$229K	Buy	1,554 +112	+8%	+$18.1K	﹤0.01%	967
2020 Q4	$211K	Buy	+1,442	New	+$185K	﹤0.01%	942

Other funds holding ARKW

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

CIBC Private Wealth Group's ARKW Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2025, closing a stake of 6 shares — an estimated $1.05K sold.

CIBC Private Wealth Group first reported a position in ARKW in Q4 2020 and held it in 11 quarters. The position peaked at $237K in Q2 2021. 245 funds tracked by Wall St. Rank hold ARKW as of Q4 2025.

CIBC Private Wealth Group reported no remaining ARK Next Generation Technology ETF position as of Q4 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 6 ARK Next Generation Technology ETF shares in Q4 2025, an estimated $1.05K.
CIBC Private Wealth Group first reported a position in ARK Next Generation Technology ETF in Q4 2020 and held it in 11 quarters.
CIBC Private Wealth Group's ARK Next Generation Technology ETF position peaked at $237K in Q2 2021.
245 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.