DWM Financial Group’s ARK Innovation ETF ARKK Stock Holding History

DWM Financial Group’s Portfolio ARKK Stock Details ARKK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$4.92M	Buy	+39,487	New	+$4.28M	6.69%	5

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DWM Financial Group's ARKK Position: Q4 2020 in Review

DWM Financial Group opened a new position in ARK Innovation ETF (ARKK) in Q4 2020: 39,487 shares worth $4.92M. The stake represents 6.69% of the portfolio and ranks #5 among its holdings.

656 funds tracked by Wall St. Rank hold ARKK as of Q4 2020.

DWM Financial Group held 39,487 shares of ARK Innovation ETF worth $4.92M as of Q4 2020.
ARK Innovation ETF was a new DWM Financial Group position in Q4 2020.
ARK Innovation ETF made up 6.69% of DWM Financial Group's portfolio in Q4 2020, its #5 holding.
656 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2020.

Based on DWM Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.