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Householder Group Estate & Retirement Specialist’s ARK Next Generation Technology ETF ARKW Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-40
Closed -$3K – 570
2024
Q3 		$3K Hold
40
– – ﹤0.01% 976
2024
Q2 		$3K Hold
40
– – ﹤0.01% 990
2024
Q1 		$3.33K Hold
40
– – ﹤0.01% 987
2023
Q4 		$3K Sell
40
-17
-30% -$1.06K ﹤0.01% 931
2023
Q3 		$3.09K Buy
+57
New +$3.38K ﹤0.01% 1011
2023
Q1 		$3K Buy
+57
New +$2.78K ﹤0.01% 1017
2022
Q4 		– Sell
-120
Closed -$5K – 381
2022
Q3 		$5K Buy
+120
New +$6.49K ﹤0.01% 851

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ARKW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2024, closing a stake of 40 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in ARKW in Q3 2022 and held it in 7 quarters. The position peaked at $5K in Q3 2022. 215 funds tracked by Wall St. Rank hold ARKW as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining ARK Next Generation Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 40 ARK Next Generation Technology ETF shares in Q4 2024, an estimated $3K.
  • Householder Group Estate & Retirement Specialist first reported a position in ARK Next Generation Technology ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's ARK Next Generation Technology ETF position peaked at $5K in Q3 2022.
  • 215 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.