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Concurrent Investment Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

Concurrent Investment 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
2026
Q2 		$364K Sell
2,516
-212
-8% -$29.7K ﹤0.01% 1575
2026
Q1 		$329K Buy
2,728
+413
+18% +$54.8K ﹤0.01% 1434
2025
Q4 		$342K Buy
+2,315
New +$375K ﹤0.01% 1320
2024
Q1 		– Sell
-10,356
Closed -$786K – 927
2023
Q4 		$786K Buy
+10,356
New +$645K 0.04% 379

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

Concurrent Investment Advisors's ARKW Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its ARK Next Generation Technology ETF (ARKW) stake by 7.8% in Q2 2026, selling an estimated $29.7K and leaving 2,516 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Concurrent Investment Advisors first reported a position in ARKW in Q4 2023 and has held it in 4 quarters since. The position peaked at $786K in Q4 2023. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Concurrent Investment Advisors held 2,516 shares of ARK Next Generation Technology ETF worth $364K as of Q2 2026.
  • Concurrent Investment Advisors sold 212 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $29.7K.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1575 holding.
  • Concurrent Investment Advisors first reported a position in ARK Next Generation Technology ETF in Q4 2023 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's ARK Next Generation Technology ETF position peaked at $786K in Q4 2023.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.