GSWM
ARKW icon

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
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 – 244
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
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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