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Independent Advisor Alliance’s ARK Next Generation Technology ETF ARKW Stock Holding History

Independent Advisor Alliance’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
2020
Q3 		– Sell
-5,627
Closed -$572K – 496
2020
Q2 		$572K Buy
+5,627
New +$395K 0.06% 241

Other funds holding ARKW

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Independent Advisor Alliance's ARKW Position: Q3 2020 in Review

Independent Advisor Alliance sold out of ARK Next Generation Technology ETF (ARKW) in Q3 2020, closing a stake of 5,627 shares — an estimated $572K sold.

Independent Advisor Alliance first reported a position in ARKW in Q2 2020 and held it in 1 quarter. The position peaked at $572K in Q2 2020. 196 funds tracked by Wall St. Rank hold ARKW as of Q3 2020.

  • Independent Advisor Alliance reported no remaining ARK Next Generation Technology ETF position as of Q3 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,627 ARK Next Generation Technology ETF shares in Q3 2020, an estimated $572K.
  • Independent Advisor Alliance first reported a position in ARK Next Generation Technology ETF in Q2 2020 and held it in 1 quarter.
  • Independent Advisor Alliance's ARK Next Generation Technology ETF position peaked at $572K in Q2 2020.
  • 196 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2020.

Based on Independent Advisor Alliance's 13F filing for Q3 2020, filed 4 Nov 2020.