FGG
ARKW icon

Financial Guidance Group’s ARK Next Generation Technology ETF ARKW Stock Holding History

Financial Guidance 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 		$2.87M Sell
19,812
-1,573
-7% -$220K 1.07% 33
2026
Q1 		$2.58M Sell
21,385
-2,794
-12% -$371K 1.04% 32
2025
Q4 		$3.57M Sell
24,179
-2,125
-8% -$345K 1.46% 27
2025
Q3 		$4.59M Sell
26,304
-1,924
-7% -$305K 2.06% 16
2025
Q2 		$4.17M Sell
28,228
-1,885
-6% -$215K 2.02% 16
2025
Q1 		$2.85M Sell
30,113
-1,516
-5% -$167K 1.54% 21
2024
Q4 		$3.42M Sell
31,629
-2,933
-8% -$294K 1.87% 18
2024
Q3 		$2.94M Sell
34,562
-4,518
-12% -$357K 1.72% 19
2024
Q2 		$3.05M Sell
39,080
-7,653
-16% -$590K 1.87% 18
2024
Q1 		$3.89M Sell
46,733
-555
-1% -$42.1K 2.53% 15
2023
Q4 		$3.59M Buy
47,288
+16,601
+54% +$1.03M 2.49% 16
2023
Q3 		$1.66M Sell
30,687
-161
-0.5% -$9.54K 1.25% 19
2023
Q2 		$1.81M Sell
30,848
-779
-2% -$40.6K 1.33% 20
2023
Q1 		$1.7M Sell
31,627
-396
-1% -$19.3K 1.29% 21
2022
Q4 		$1.23M Buy
+32,023
New +$1.4M 1% 22

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HI
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
KAS
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

Financial Guidance Group's ARKW Position: Q2 2026 in Review

Financial Guidance Group reduced its ARK Next Generation Technology ETF (ARKW) stake by 7.4% in Q2 2026, selling an estimated $220K and leaving 19,812 shares worth $2.87M. The position accounts for 1.07% of the portfolio, ranked #33.

Financial Guidance Group first reported a position in ARKW in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.59M in Q3 2025. 226 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Financial Guidance Group held 19,812 shares of ARK Next Generation Technology ETF worth $2.87M as of Q2 2026.
  • Financial Guidance Group sold 1,573 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $220K.
  • ARK Next Generation Technology ETF made up 1.07% of Financial Guidance Group's portfolio in Q2 2026, its #33 holding.
  • Financial Guidance Group first reported a position in ARK Next Generation Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Guidance Group's ARK Next Generation Technology ETF position peaked at $4.59M in Q3 2025.
  • 226 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.