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EverSource Wealth Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

EverSource Wealth Advisors’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
Q1 		– Sell
-373
Closed -$40.3K – 4028
2024
Q4 		$40.3K Buy
373
+349
+1,454% +$35K ﹤0.01% 1284
2024
Q3 		$2.04K Hold
24
– – ﹤0.01% 2542
2024
Q2 		$1.87K Buy
24
+4
+20% +$309 ﹤0.01% 2571
2024
Q1 		$1.48K Buy
+20
New +$1.52K ﹤0.01% 2465

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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 $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

EverSource Wealth Advisors's ARKW Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of ARK Next Generation Technology ETF (ARKW) in Q1 2025, closing a stake of 373 shares — an estimated $40.3K sold.

EverSource Wealth Advisors first reported a position in ARKW in Q1 2024 and held it in 4 quarters. The position peaked at $40.3K in Q4 2024. 205 funds tracked by Wall St. Rank hold ARKW as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining ARK Next Generation Technology ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 373 ARK Next Generation Technology ETF shares in Q1 2025, an estimated $40.3K.
  • EverSource Wealth Advisors first reported a position in ARK Next Generation Technology ETF in Q1 2024 and held it in 4 quarters.
  • EverSource Wealth Advisors's ARK Next Generation Technology ETF position peaked at $40.3K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.