Echo Wealth Management
ARKW icon

Echo Wealth Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Echo Wealth Management’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
2025
Q2 		– Sell
-2,269
Closed -$215K – 47
2025
Q1 		$215K Sell
2,269
-41
-2% -$4.52K 0.15% 50
2024
Q4 		$249K Sell
2,310
-276
-11% -$27.7K 0.17% 43
2024
Q3 		$221K Sell
2,586
-588
-19% -$46.5K 0.15% 46
2024
Q2 		$248K Buy
3,174
+200
+7% +$15.4K 0.19% 41
2024
Q1 		$248K Sell
2,974
-92
-3% -$6.98K 0.21% 40
2023
Q4 		$226K Buy
+3,066
New +$191K 0.21% 38
2023
Q3 		– Sell
-3,732
Closed -$248K – 39
2023
Q2 		$248K Sell
3,732
-474
-11% -$24.7K 0.27% 36
2023
Q1 		$225K Buy
+4,206
New +$205K 0.25% 37
2022
Q4 		– Sell
-5,609
Closed -$267K – 44
2022
Q3 		$267K Buy
5,609
+102
+2% +$5.52K 0.35% 35
2022
Q2 		$309K Sell
5,507
-116
-2% -$7.19K 0.41% 36
2022
Q1 		$430K Sell
5,623
-72
-1% -$6.51K 0.51% 34
2021
Q4 		$608K Sell
5,695
-103
-2% -$14.6K 0.69% 31
2021
Q3 		$827K Hold
5,798
– – 0.98% 25
2021
Q2 		$863K Sell
5,798
-312
-5% -$44.7K 1.1% 24
2021
Q1 		$901K Buy
6,110
+1,079
+21% +$174K 1.13% 23
2020
Q4 		$736K Buy
+5,031
New +$644K 0.96% 23

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Anfield Capital Management
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Echo Wealth Management's ARKW Position: Q2 2025 in Review

Echo Wealth Management sold out of ARK Next Generation Technology ETF (ARKW) in Q2 2025, closing a stake of 2,269 shares — an estimated $215K sold.

Echo Wealth Management first reported a position in ARKW in Q4 2020 and held it in 16 quarters. The position peaked at $901K in Q1 2021. 229 funds tracked by Wall St. Rank hold ARKW as of Q2 2025.

  • Echo Wealth Management reported no remaining ARK Next Generation Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Echo Wealth Management sold 2,269 ARK Next Generation Technology ETF shares in Q2 2025, an estimated $215K.
  • Echo Wealth Management first reported a position in ARK Next Generation Technology ETF in Q4 2020 and held it in 16 quarters.
  • Echo Wealth Management's ARK Next Generation Technology ETF position peaked at $901K in Q1 2021.
  • 229 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2025.

Based on Echo Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.