Elwood & Goetz Wealth Advisory Group’s ARK Web x.0 ETF ARKW Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$565K	Hold	3,901	–	–	0.08%	80
2026 Q1	$471K	Hold	3,901	–	–	0.08%	75
2025 Q4	$576K	Buy	3,901 +2,012	+107%	+$326K	0.1%	60
2025 Q3	$330K	Hold	1,889	–	–	0.06%	87
2025 Q2	$279K	Buy	+1,889	New	+$216K	0.06%	93

Other funds holding ARKW

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's ARKW Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group held its ARK Web x.0 ETF (ARKW) position steady in Q2 2026 at 3,901 shares worth $565K. The position accounts for 0.08% of the portfolio, ranked #80.

Elwood & Goetz Wealth Advisory Group first reported a position in ARKW in Q2 2025 and has held it in 5 quarters since. The position peaked at $576K in Q4 2025. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 3,901 shares of ARK Web x.0 ETF worth $565K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group left its ARK Web x.0 ETF share count unchanged in Q2 2026.
ARK Web x.0 ETF made up 0.08% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #80 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in ARK Web x.0 ETF in Q2 2025 and has held it in 5 quarters since.
Elwood & Goetz Wealth Advisory Group's ARK Web x.0 ETF position peaked at $576K in Q4 2025.
227 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.