Dynamic Advisor Solutions’s ARK Next Generation Technology ETF ARKW Stock Holding History

Dynamic Advisor Solutions’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 Q3	$265K	Buy	1,652 +3	+0.2%	+$453	0.01%	881
2026 Q2	$239K	Sell	1,649 -52	-3%	-$7.28K	0.01%	940
2026 Q1	$205K	Sell	1,701 -29	-2%	-$3.85K	0.01%	913
2025 Q4	$256K	Hold	1,730	–	–	0.01%	824
2025 Q3	$302K	Sell	1,730 -18	-1%	-$2.86K	0.01%	777
2025 Q2	$258K	Buy	+1,748	New	+$200K	0.01%	789
2025 Q1	–	Sell	-2,595	Closed	-$280K	–	852
2024 Q4	$280K	Sell	2,595 -77	-3%	-$7.73K	0.01%	553
2024 Q3	$227K	Sell	2,672 -35	-1%	-$2.77K	0.01%	842
2024 Q2	$211K	Buy	2,707 +164	+6%	+$12.6K	0.01%	864
2024 Q1	$212K	Buy	+2,543	New	+$193K	0.01%	848
2022 Q3	–	Sell	-4,776	Closed	-$234K	–	691
2022 Q2	$234K	Buy	4,776 +1,484	+45%	+$92K	0.02%	606
2022 Q1	$287K	Sell	3,292 -2,627	-44%	-$238K	0.02%	573
2021 Q4	$702K	Buy	5,919 +1,752	+42%	+$248K	0.05%	347
2021 Q3	$579K	Buy	4,167 +378	+10%	+$55.9K	0.04%	407
2021 Q2	$584K	Buy	3,789 +443	+13%	+$63.5K	0.05%	394
2021 Q1	$493K	Buy	3,346 +763	+30%	+$123K	0.05%	394
2020 Q4	$378K	Buy	+2,583	New	+$331K	0.04%	440

Other funds holding ARKW

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Dynamic Advisor Solutions's ARKW Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its ARK Next Generation Technology ETF (ARKW) stake by 0.18% in Q3 2026, buying an estimated $453 and bringing the position to 1,652 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #881.

Dynamic Advisor Solutions first reported a position in ARKW in Q4 2020 and has held it in 17 quarters since. The position peaked at $702K in Q4 2021. 32 funds tracked by Wall St. Rank hold ARKW as of Q3 2026.

Dynamic Advisor Solutions held 1,652 shares of ARK Next Generation Technology ETF worth $265K as of Q3 2026.
Dynamic Advisor Solutions bought 3 ARK Next Generation Technology ETF shares in Q3 2026, an estimated $453.
ARK Next Generation Technology ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #881 holding.
Dynamic Advisor Solutions first reported a position in ARK Next Generation Technology ETF in Q4 2020 and has held it in 17 quarters since.
Dynamic Advisor Solutions's ARK Next Generation Technology ETF position peaked at $702K in Q4 2021.
32 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.