Creative Planning
ARKW icon

Creative Planning’s ARK Web x.0 ETF ARKW Stock Holding History

Creative Planning’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 		$452K Buy
3,747
+1,040
+38% +$138K ﹤0.01% 3103
2025
Q4 		$400K Sell
2,707
-331
-11% -$53.7K ﹤0.01% 3028
2025
Q3 		$530K Buy
3,038
+412
+16% +$65.4K ﹤0.01% 2660
2025
Q2 		$388K Sell
2,626
-278
-10% -$31.8K ﹤0.01% 2684
2025
Q1 		$275K Buy
2,904
+394
+16% +$43.4K ﹤0.01% 2833
2024
Q4 		$271K Buy
+2,510
New +$252K ﹤0.01% 2745
2023
Q4 		– Sell
-4,506
Closed -$244K – 2768
2023
Q3 		$244K Buy
+4,506
New +$267K ﹤0.01% 2098
2022
Q4 		– Sell
-4,388
Closed -$200K – 2494
2022
Q3 		$200K Buy
4,388
+244
+6% +$13.2K ﹤0.01% 1916
2022
Q2 		$203K Buy
4,144
+601
+17% +$37.3K ﹤0.01% 1875
2022
Q1 		$309K Sell
3,543
-968
-21% -$87.6K ﹤0.01% 1622
2021
Q4 		$535K Sell
4,511
-1,634
-27% -$231K ﹤0.01% 1261
2021
Q3 		$853K Buy
6,145
+157
+3% +$23.2K ﹤0.01% 1028
2021
Q2 		$923K Sell
5,988
-4,593
-43% -$659K ﹤0.01% 961
2021
Q1 		$1.56M Buy
10,581
+2,731
+35% +$441K ﹤0.01% 829
2020
Q4 		$1.15M Buy
7,850
+472
+6% +$60.4K ﹤0.01% 882
2020
Q3 		$801K Buy
+7,378
New +$747K ﹤0.01% 898
2017
Q3 		– Sell
-171
Closed -$6K – 1990
2017
Q2 		$6K Buy
+171
New +$5.59K ﹤0.01% 3882
2016
Q3 		– Sell
-1,000
Closed -$22K – 4560
2016
Q2 		$22K Buy
+1,000
New +$21.3K ﹤0.01% 2716

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