DHK Financial Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

DHK Financial Advisors’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
2025 Q2	$679K	Hold	4,602	–	–	0.39%	48
2025 Q1	$436K	Buy	+4,602	New	+$507K	0.24%	66
2024 Q3	–	Sell	-4,602	Closed	-$383K	–	87
2024 Q2	$383K	Hold	4,602	–	–	0.27%	58
2024 Q1	$383K	Hold	4,602	–	–	0.27%	64
2023 Q4	$349K	Hold	4,602	–	–	0.26%	60
2023 Q3	$249K	Hold	4,602	–	–	0.22%	58
2023 Q2	$270K	Buy	+4,602	New	+$240K	0.23%	57

Other funds holding ARKW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

DHK Financial Advisors's ARKW Position: Q2 2025 in Review

DHK Financial Advisors held its ARK Next Generation Technology ETF (ARKW) position steady in Q2 2025 at 4,602 shares worth $679K. The position accounts for 0.39% of the portfolio, ranked #48.

DHK Financial Advisors first reported a position in ARKW in Q2 2023 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2025.

DHK Financial Advisors held 4,602 shares of ARK Next Generation Technology ETF worth $679K as of Q2 2025.
DHK Financial Advisors left its ARK Next Generation Technology ETF share count unchanged in Q2 2025.
ARK Next Generation Technology ETF made up 0.39% of DHK Financial Advisors's portfolio in Q2 2025, its #48 holding.
DHK Financial Advisors first reported a position in ARK Next Generation Technology ETF in Q2 2023 and has held it in 7 quarters since.
227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.