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

Evolution 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
2026
Q2 		$5.79K Hold
40
– – ﹤0.01% 670
2026
Q1 		$4.82K Hold
40
– – ﹤0.01% 637
2025
Q4 		$5.91K Hold
40
– – ﹤0.01% 522
2025
Q3 		$6.98K Hold
40
– – 0.01% 405
2025
Q2 		$5.9K Buy
+40
New +$4.57K 0.01% 430

Other funds holding ARKW

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Evolution Wealth Management's ARKW Position: Q2 2026 in Review

Evolution Wealth Management held its ARK Next Generation Technology ETF (ARKW) position steady in Q2 2026 at 40 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Evolution Wealth Management first reported a position in ARKW in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.98K in Q3 2025. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Evolution Wealth Management held 40 shares of ARK Next Generation Technology ETF worth $5.79K as of Q2 2026.
  • Evolution Wealth Management left its ARK Next Generation Technology ETF share count unchanged in Q2 2026.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #670 holding.
  • Evolution Wealth Management first reported a position in ARK Next Generation Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's ARK Next Generation Technology ETF position peaked at $6.98K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.