GI
ARKW icon

Gradient Investments’s ARK Web x.0 ETF ARKW Stock Holding History

Gradient Investments’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 		– Sell
-204,809
Closed -$24.7M – 449
2026
Q1 		$24.7M Buy
204,809
+14,492
+8% +$1.92M 0.38% 78
2025
Q4 		$28.1M Buy
190,317
+24,701
+15% +$4.01M 0.45% 72
2025
Q3 		$28.9M Buy
165,616
+27,992
+20% +$4.44M 0.48% 68
2025
Q2 		$20.3M Buy
137,624
+19,200
+16% +$2.19M 0.37% 90
2025
Q1 		$11.2M Sell
118,424
-26,009
-18% -$2.87M 0.23% 130
2024
Q4 		$15.6M Buy
144,433
+26,302
+22% +$2.64M 0.32% 91
2024
Q3 		$10.1M Buy
118,131
+29,138
+33% +$2.31M 0.21% 129
2024
Q2 		$6.94M Buy
88,993
+31,625
+55% +$2.44M 0.16% 132
2024
Q1 		$4.78M Buy
57,368
+45,500
+383% +$3.45M 0.11% 143
2023
Q4 		$901K Buy
11,868
+5,906
+99% +$368K 0.02% 196
2023
Q3 		$323K Buy
5,962
+1,576
+36% +$93.4K 0.01% 268
2023
Q2 		$257K Buy
4,386
+2,687
+158% +$140K 0.01% 300
2023
Q1 		$91.1K Buy
1,699
+865
+104% +$42.1K ﹤0.01% 391
2022
Q4 		$32.2K Buy
834
+672
+415% +$29.4K ﹤0.01% 592
2022
Q3 		$7K Buy
162
+73
+82% +$3.95K ﹤0.01% 865
2022
Q2 		$4K Buy
89
+55
+162% +$3.41K ﹤0.01% 919
2022
Q1 		$3K Hold
34
– – ﹤0.01% 957
2021
Q4 		$4K Hold
34
– – ﹤0.01% 958
2021
Q3 		$5K Hold
34
– – ﹤0.01% 871
2021
Q2 		$5K Buy
+34
New +$4.88K ﹤0.01% 870

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PWM
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LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return