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Horizon Wealth Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Horizon 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
2025
Q4 		– Sell
-30,764
Closed -$5.37M – 128
2025
Q3 		$5.37M Buy
+30,764
New +$4.88M 0.79% 26

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $187B AUM 21.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Horizon Wealth Management's ARKW Position: Q4 2025 in Review

Horizon Wealth Management sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2025, closing a stake of 30,764 shares — an estimated $5.37M sold.

Horizon Wealth Management first reported a position in ARKW in Q3 2025 and held it in 1 quarter. The position peaked at $5.37M in Q3 2025. 244 funds tracked by Wall St. Rank hold ARKW as of Q4 2025.

  • Horizon Wealth Management reported no remaining ARK Next Generation Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Horizon Wealth Management sold 30,764 ARK Next Generation Technology ETF shares in Q4 2025, an estimated $5.37M.
  • Horizon Wealth Management first reported a position in ARK Next Generation Technology ETF in Q3 2025 and held it in 1 quarter.
  • Horizon Wealth Management's ARK Next Generation Technology ETF position peaked at $5.37M in Q3 2025.
  • 244 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2025.

Based on Horizon Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.