Creative Planning
ARKW icon

Creative Planning’s ARK Next Generation Technology 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
2021
Q2 		– Sell
-3,000
Closed -$46K – 2097
2021
Q1 		$46K Buy
+3,000
New +$484K ﹤0.01% 2361

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

Creative Planning's ARKW Position: Q2 2026 in Review

Creative Planning increased its ARK Next Generation Technology ETF (ARKW) stake by 3% in Q2 2026, buying an estimated $15.7K and bringing the position to 3,859 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

Creative Planning first reported a position in ARKW in Q2 2016 and has held it in 19 quarters since. The position peaked at $1.56M in Q1 2021. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Creative Planning held 3,859 shares of ARK Next Generation Technology ETF worth $559K as of Q2 2026.
  • Creative Planning bought 112 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $15.7K.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3109 holding.
  • Creative Planning first reported a position in ARK Next Generation Technology ETF in Q2 2016 and has held it in 19 quarters since.
  • Creative Planning's ARK Next Generation Technology ETF position peaked at $1.56M in Q1 2021.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.