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Creative Financial Designs’s ARK Next Generation Technology ETF ARKW Stock Holding History

Creative Financial Designs’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
Q2 		– Sell
-50
Closed -$4.17K – 1645
2024
Q1 		$4.17K Sell
50
-40
-44% -$3.03K ﹤0.01% 1353
2023
Q4 		$6.84K Sell
90
-104
-54% -$6.48K ﹤0.01% 1192
2023
Q3 		$10.5K Sell
194
-81
-29% -$4.8K ﹤0.01% 1015
2023
Q2 		$16.1K Sell
275
-42
-13% -$2.19K ﹤0.01% 898
2023
Q1 		$17K Hold
317
– – ﹤0.01% 854
2022
Q4 		$12.2K Hold
317
– – ﹤0.01% 864
2022
Q3 		$14K Hold
317
– – ﹤0.01% 809
2022
Q2 		$16K Sell
317
-50
-14% -$3.1K ﹤0.01% 776
2022
Q1 		$32K Sell
367
-145
-28% -$13.1K ﹤0.01% 656
2021
Q4 		$61K Buy
512
+25
+5% +$3.54K 0.01% 531
2021
Q3 		$68K Sell
487
-50
-9% -$7.39K 0.01% 532
2021
Q2 		$83K Buy
537
+50
+10% +$7.17K 0.01% 472
2021
Q1 		$72K Sell
487
-53
-10% -$8.55K 0.01% 484
2020
Q4 		$79K Buy
+540
New +$69.1K 0.02% 423

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
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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Financial Designs's ARKW Position: Q2 2024 in Review

Creative Financial Designs sold out of ARK Next Generation Technology ETF (ARKW) in Q2 2024, closing a stake of 50 shares — an estimated $4.17K sold.

Creative Financial Designs first reported a position in ARKW in Q4 2020 and held it in 14 quarters. The position peaked at $83K in Q2 2021. 220 funds tracked by Wall St. Rank hold ARKW as of Q2 2024.

  • Creative Financial Designs reported no remaining ARK Next Generation Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Creative Financial Designs sold 50 ARK Next Generation Technology ETF shares in Q2 2024, an estimated $4.17K.
  • Creative Financial Designs first reported a position in ARK Next Generation Technology ETF in Q4 2020 and held it in 14 quarters.
  • Creative Financial Designs's ARK Next Generation Technology ETF position peaked at $83K in Q2 2021.
  • 220 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.