CWM
ARKW icon

Cornerstone Wealth Management’s ARK Web x.0 ETF ARKW Stock Holding History

Cornerstone Wealth Management’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
Q1 		$530K Buy
4,394
+495
+13% +$65.7K 0.03% 438
2025
Q4 		$576K Buy
3,899
+940
+32% +$152K 0.03% 395
2025
Q3 		$517K Buy
2,959
+565
+24% +$89.6K 0.03% 408
2025
Q2 		$353K Buy
+2,394
New +$274K 0.02% 469
2022
Q2 		– Sell
-2,381
Closed -$208K – 448
2022
Q1 		$208K Sell
2,381
-74
-3% -$6.69K 0.02% 445
2021
Q4 		$291K Sell
2,455
-1,956
-44% -$277K 0.03% 396
2021
Q3 		$613K Sell
4,411
-1
-0% -$148 0.07% 240
2021
Q2 		$680K Sell
4,412
-191
-4% -$27.4K 0.07% 237
2021
Q1 		$679K Buy
4,603
+1,095
+31% +$177K 0.08% 223
2020
Q4 		$513K Buy
3,508
+811
+30% +$104K 0.06% 245
2020
Q3 		$293K Buy
+2,697
New +$273K 0.04% 309

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return