Creative Financial Designs’s ARK Web x.0 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	–	1646
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 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $995M AUM 23.53% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return