Diversify Advisory Services’s ARK Next Generation Technology ETF ARKW Stock Holding History

Diversify Advisory Services’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	–	Sell	-1,870	Closed	-$278K	–	250
2025 Q4	$278K	Buy	1,870 +95	+5%	+$15.4K	0.01%	782
2025 Q3	$311K	Buy	1,775 +91	+5%	+$14.4K	0.01%	708
2025 Q2	$273K	Buy	+1,684	New	+$192K	0.01%	707

Other funds holding ARKW

FIA

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

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

ACM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Diversify Advisory Services's ARKW Position: Q1 2026 in Review

Diversify Advisory Services sold out of ARK Next Generation Technology ETF (ARKW) in Q1 2026, closing a stake of 1,870 shares — an estimated $278K sold.

Diversify Advisory Services first reported a position in ARKW in Q2 2025 and held it in 3 quarters. The position peaked at $311K in Q3 2025. 225 funds tracked by Wall St. Rank hold ARKW as of Q1 2026.

Diversify Advisory Services reported no remaining ARK Next Generation Technology ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 1,870 ARK Next Generation Technology ETF shares in Q1 2026, an estimated $278K.
Diversify Advisory Services first reported a position in ARK Next Generation Technology ETF in Q2 2025 and held it in 3 quarters.
Diversify Advisory Services's ARK Next Generation Technology ETF position peaked at $311K in Q3 2025.
225 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.