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Clear Point Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-12
Closed -$1.05K – 127
2024
Q3 		$1.05K Hold
12
– – ﹤0.01% 478
2024
Q2 		$960 Sell
12
-169
-93% -$13K ﹤0.01% 471
2024
Q1 		$15.1K Sell
181
-22
-11% -$1.67K 0.01% 297
2023
Q4 		$15.4K Buy
+203
New +$12.6K 0.01% 285

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $187B AUM 21.7% 1-Year Est. Return
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clear Point Advisors's ARKW Position: Q4 2024 in Review

Clear Point Advisors sold out of ARK Web x.0 ETF (ARKW) in Q4 2024, closing a stake of 12 shares — an estimated $1.05K sold.

Clear Point Advisors first reported a position in ARKW in Q4 2023 and held it in 4 quarters. The position peaked at $15.4K in Q4 2023. 213 funds tracked by Wall St. Rank hold ARKW as of Q4 2024.

  • Clear Point Advisors reported no remaining ARK Web x.0 ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 12 ARK Web x.0 ETF shares in Q4 2024, an estimated $1.05K.
  • Clear Point Advisors first reported a position in ARK Web x.0 ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's ARK Web x.0 ETF position peaked at $15.4K in Q4 2023.
  • 213 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.