GIA
ARKW icon

Gladstone Institutional Advisory’s ARK Web x.0 ETF ARKW Stock Holding History

Gladstone Institutional Advisory’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
Q1 		$281K Sell
2,329
-363
-13% -$48.2K 0.01% 689
2025
Q4 		$398K Buy
2,692
+388
+17% +$62.9K 0.02% 551
2025
Q3 		$402K Buy
2,304
+729
+46% +$116K 0.02% 580
2025
Q2 		$233K Buy
+1,575
New +$180K 0.01% 669
2022
Q1 		– Sell
-2,381
Closed -$282K – 701
2021
Q4 		$282K Sell
2,381
-575
-19% -$81.3K 0.02% 488
2021
Q3 		$410K Sell
2,956
-211
-7% -$31.2K 0.04% 372
2021
Q2 		$488K Sell
3,167
-757
-19% -$109K 0.06% 303
2021
Q1 		$579K Buy
3,924
+1,167
+42% +$188K 0.09% 215
2020
Q4 		$403K Buy
+2,757
New +$353K 0.08% 186

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return