Global Wealth Management Investment Advisory’s ARK Web x.0 ETF ARKW Stock Holding History

Global Wealth Management Investment 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
2022 Q3	–	Sell	-68	Closed	-$3K	–	162
2022 Q2	$3K	Hold	68	–	–	﹤0.01%	370
2022 Q1	$6K	Hold	68	–	–	﹤0.01%	351
2021 Q4	$8K	Hold	68	–	–	﹤0.01%	322
2021 Q3	$9K	Hold	68	–	–	﹤0.01%	322
2021 Q2	$10K	Hold	68	–	–	﹤0.01%	292
2021 Q1	$10K	Hold	68	–	–	﹤0.01%	306
2020 Q4	$10K	Buy	+68	New	+$8.71K	﹤0.01%	279

Other funds holding ARKW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Global Wealth Management Investment Advisory's ARKW Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of ARK Web x.0 ETF (ARKW) in Q3 2022, closing a stake of 68 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in ARKW in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q2 2021. 216 funds tracked by Wall St. Rank hold ARKW as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining ARK Web x.0 ETF position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 68 ARK Web x.0 ETF shares in Q3 2022, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in ARK Web x.0 ETF in Q4 2020 and held it in 7 quarters.
Global Wealth Management Investment Advisory's ARK Web x.0 ETF position peaked at $10K in Q2 2021.
216 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.