BFC Planning, Inc.’s ARK Next Generation Technology ETF ARKW Stock Holding History

BFC Planning, Inc.’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	$18.1K	Buy	125 +50	+67%	+$7K	﹤0.01%	2055
2026 Q1	$9.05K	Hold	75	–	–	﹤0.01%	2090
2025 Q4	$11.1K	Hold	75	–	–	﹤0.01%	2028
2025 Q3	$13.1K	Sell	75 -100	-57%	-$15.9K	﹤0.01%	1774
2025 Q2	$25.8K	Buy	175 +100	+133%	+$11.4K	﹤0.01%	1394
2025 Q1	$7.1K	Hold	75	–	–	﹤0.01%	1902
2024 Q4	$8.1K	Buy	+75	New	+$7.53K	﹤0.01%	1845

Other funds holding ARKW

Foundations Investment Advisors Phoenix, Arizona $9.7B 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 $468B AUM 17.69% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.15B AUM 34.53% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

BFC Planning, Inc.'s ARKW Position: Q2 2026 in Review

BFC Planning, Inc. increased its ARK Next Generation Technology ETF (ARKW) stake by 67% in Q2 2026, buying an estimated $7K and bringing the position to 125 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

BFC Planning, Inc. first reported a position in ARKW in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.8K in Q2 2025. 228 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

BFC Planning, Inc. held 125 shares of ARK Next Generation Technology ETF worth $18.1K as of Q2 2026.
BFC Planning, Inc. bought 50 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $7K.
ARK Next Generation Technology ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2055 holding.
BFC Planning, Inc. first reported a position in ARK Next Generation Technology ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s ARK Next Generation Technology ETF position peaked at $25.8K in Q2 2025.
228 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.