Golden State Wealth Management’s ARK Web x.0 ETF ARKW Stock Holding History

Golden State Wealth Management’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	$112K	Sell	770 -98	-11%	-$13.7K	0.01%	546
2026 Q1	$105K	Hold	868	–	–	0.01%	513
2025 Q4	$128K	Buy	868 +618	+247%	+$100K	0.01%	471
2025 Q3	$43.7K	Buy	250 +100	+67%	+$15.9K	﹤0.01%	710
2025 Q2	$22.1K	Sell	150 -18	-11%	-$2.06K	﹤0.01%	862
2025 Q1	$15.9K	Sell	168 -104	-38%	-$11.5K	﹤0.01%	859
2024 Q4	$29.4K	Buy	+272	New	+$27.3K	﹤0.01%	679
2022 Q1	–	Sell	-1,985	Closed	-$235K	–	311
2021 Q4	$235K	Buy	1,985 +58	+3%	+$8.2K	0.04%	332
2021 Q3	$268K	Sell	1,927 -136	-7%	-$20.1K	0.06%	248
2021 Q2	$318K	Buy	+2,063	New	+$296K	0.07%	216
2020 Q2	–	Sell	-88	Closed	-$5K	–	306
2020 Q1	$5K	Buy	+88	New	+$5.36K	﹤0.01%	728
2019 Q4	–	Sell	-178	Closed	-$9K	–	108
2019 Q3	$9K	Hold	178	–	–	﹤0.01%	763
2019 Q2	$9K	Hold	178	–	–	﹤0.01%	762
2019 Q1	$9K	Buy	+178	New	+$8.81K	﹤0.01%	794

Other funds holding ARKW

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B 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 $445B AUM 25.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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 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

Golden State Wealth Management's ARKW Position: Q2 2026 in Review

Golden State Wealth Management reduced its ARK Web x.0 ETF (ARKW) stake by 11% in Q2 2026, selling an estimated $13.7K and leaving 770 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #546.

Golden State Wealth Management first reported a position in ARKW in Q1 2019 and has held it in 14 quarters since. The position peaked at $318K in Q2 2021. 226 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

Golden State Wealth Management held 770 shares of ARK Web x.0 ETF worth $112K as of Q2 2026.
Golden State Wealth Management sold 98 ARK Web x.0 ETF shares in Q2 2026, an estimated $13.7K.
ARK Web x.0 ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #546 holding.
Golden State Wealth Management first reported a position in ARK Web x.0 ETF in Q1 2019 and has held it in 14 quarters since.
Golden State Wealth Management's ARK Web x.0 ETF position peaked at $318K in Q2 2021.
226 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.