HM Payson & Co’s ARK Web x.0 ETF ARKW Stock Holding History

HM Payson & Co’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	$16.3K	Hold	135	–	–	﹤0.01%	867
2025 Q4	$19.9K	Hold	135	–	–	﹤0.01%	837
2025 Q3	$23.6K	Hold	135	–	–	﹤0.01%	813
2025 Q2	$19.9K	Hold	135	–	–	﹤0.01%	785
2025 Q1	$12.8K	Hold	135	–	–	﹤0.01%	845
2024 Q4	$14.6K	Hold	135	–	–	﹤0.01%	812
2024 Q3	$11.5K	Hold	135	–	–	﹤0.01%	826
2024 Q2	$10.5K	Hold	135	–	–	﹤0.01%	834
2024 Q1	$11.2K	Hold	135	–	–	﹤0.01%	813
2023 Q4	$10.2K	Hold	135	–	–	﹤0.01%	817
2023 Q3	$7.31K	Hold	135	–	–	﹤0.01%	852
2023 Q2	$7.91K	Hold	135	–	–	﹤0.01%	821
2023 Q1	$7.24K	Hold	135	–	–	﹤0.01%	827
2022 Q4	$5.2K	Hold	135	–	–	﹤0.01%	799
2022 Q3	$6K	Hold	135	–	–	﹤0.01%	829
2022 Q2	$7K	Hold	135	–	–	﹤0.01%	853
2022 Q1	$12K	Hold	135	–	–	﹤0.01%	820
2021 Q4	$16K	Hold	135	–	–	﹤0.01%	796
2021 Q3	$19K	Hold	135	–	–	﹤0.01%	744
2021 Q2	$21K	Hold	135	–	–	﹤0.01%	725
2021 Q1	$20K	Buy	+135	New	+$21.8K	﹤0.01%	754

Other funds holding ARKW

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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