Dynamic Advisor Solutions
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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
2021
Q2 		– Sell
-100
Closed -$2K – 762
2021
Q1 		$2K Sell
100
-100
-50% -$16.1K ﹤0.01% 684
2020
Q4 		$4K Buy
+200
New +$25.6K ﹤0.01% 664

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Crescent Grove Advisors
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Wealth Management Partners
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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. 122 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.
  • 122 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.