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Commonwealth Retirement Investments’s ARK Next Generation Technology ETF ARKW Stock Holding History

Commonwealth Retirement Investments’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
Q2 		$7.24K Buy
+50
New +$7K ﹤0.01% 326
2026
Q1 		– Sell
-50
Closed -$7.39K – 139
2025
Q4 		$7.39K Buy
+50
New +$8.11K ﹤0.01% 342

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Retirement Investments's ARKW Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in ARK Next Generation Technology ETF (ARKW) in Q2 2026: 50 shares worth $7.24K. The stake represents ﹤0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in ARKW as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in ARKW in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.39K in Q4 2025. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Commonwealth Retirement Investments held 50 shares of ARK Next Generation Technology ETF worth $7.24K as of Q2 2026.
  • ARK Next Generation Technology ETF was a new Commonwealth Retirement Investments position in Q2 2026.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #326 holding.
  • Commonwealth Retirement Investments first reported a position in ARK Next Generation Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Retirement Investments's ARK Next Generation Technology ETF position peaked at $7.39K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.