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Global Retirement Partners’s ARK Next Generation Technology ETF ARKW Stock Holding History

Global Retirement Partners’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 		$53.5K Buy
+369
New +$51.7K ﹤0.01% 2478
2025
Q4 		$75.9K Sell
514
-1
-0.2% -$162 ﹤0.01% 2082
2025
Q3 		$89.9K Sell
515
-209
-29% -$33.2K ﹤0.01% 1563
2025
Q2 		$107K Buy
+724
New +$82.7K ﹤0.01% 1398
2024
Q4 		$97.6K Hold
904
– – ﹤0.01% 1280
2024
Q3 		$76.9K Hold
904
– – ﹤0.01% 1352
2024
Q2 		$70.5K Hold
904
– – ﹤0.01% 1356
2024
Q1 		$75.3K Sell
904
-170
-16% -$12.9K ﹤0.01% 1208
2023
Q4 		$74.9K Buy
1,074
+1,043
+3,365% +$65K ﹤0.01% 1184
2023
Q3 		$1.65K Hold
31
– – ﹤0.01% 2605
2023
Q2 		$1.81K Hold
31
– – ﹤0.01% 2584
2023
Q1 		$1.41K Hold
31
– – ﹤0.01% 2620
2022
Q4 		$1.19K Hold
31
– – ﹤0.01% 2544
2022
Q3 		$1K Hold
31
– – ﹤0.01% 2371
2022
Q2 		$2K Hold
31
– – ﹤0.01% 2149
2022
Q1 		$2K Sell
31
-78
-72% -$7.06K ﹤0.01% 2135
2021
Q4 		$13K Sell
109
-8
-7% -$1.13K 0.01% 139
2021
Q3 		$16K Buy
117
+26
+29% +$3.84K ﹤0.01% 1267
2021
Q2 		$14K Sell
91
-35
-28% -$5.02K ﹤0.01% 1289
2021
Q1 		$19K Buy
126
+56
+80% +$9.03K ﹤0.01% 1122
2020
Q4 		$10K Buy
+70
New +$8.96K ﹤0.01% 1255

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

Global Retirement Partners's ARKW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ARK Next Generation Technology ETF (ARKW) in Q2 2026: 369 shares worth $53.5K. The stake represents ﹤0.01% of the portfolio and ranks #2478 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ARKW as recently as Q4 2025.

Global Retirement Partners first reported a position in ARKW in Q4 2020 and has held it in 21 quarters since. The position peaked at $107K in Q2 2025. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Global Retirement Partners held 369 shares of ARK Next Generation Technology ETF worth $53.5K as of Q2 2026.
  • ARK Next Generation Technology ETF was a new Global Retirement Partners position in Q2 2026.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2478 holding.
  • Global Retirement Partners first reported a position in ARK Next Generation Technology ETF in Q4 2020 and has held it in 21 quarters since.
  • Global Retirement Partners's ARK Next Generation Technology ETF position peaked at $107K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.