DAS
ARKW icon

Dynamic Advisor Solutions’s ARK Web x.0 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
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% -$2.85K 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% +$12.7K 0.01% 864
2024
Q1 		$212K Buy
+2,543
New +$193K 0.01% 848
2022
Q3 		– Sell
-4,776
Closed -$234K – 692
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return