Eagle Wealth Strategies’s ARK Web x.0 ETF ARKW Stock Holding History

Eagle Wealth Strategies’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	$276K	Hold	1,904	–	–	0.11%	88
2026 Q1	$230K	Hold	1,904	–	–	0.1%	97
2025 Q4	$281K	Buy	1,904 +29	+2%	+$4.7K	0.13%	80
2025 Q3	$327K	Hold	1,875	–	–	0.16%	66
2025 Q2	$277K	Buy	+1,875	New	+$214K	0.15%	78
2025 Q1	–	Sell	-1,875	Closed	-$202K	–	100
2024 Q4	$202K	Buy	+1,875	New	+$188K	0.15%	99

Other funds holding ARKW

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

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

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return