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Independent Financial Group’s ARK Next Generation Technology ETF ARKW Stock Holding History

Independent Financial Group’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
Q3 		$326K Buy
2,038
+121
+6% +$18.3K 0.01% 1206
2026
Q2 		$278K Sell
1,917
-40
-2% -$5.6K 0.01% 1288
2026
Q1 		$236K Hold
1,957
– – 0.01% 1295
2025
Q4 		$289K Sell
1,957
-253
-11% -$41K 0.01% 1170
2025
Q3 		$386K Sell
2,210
-763
-26% -$121K 0.01% 966
2025
Q2 		$439K Sell
2,973
-438
-13% -$50K 0.01% 837
2025
Q1 		$323K Sell
3,411
-2,736
-45% -$302K 0.01% 900
2024
Q4 		$664K Sell
6,147
-2,203
-26% -$221K 0.02% 607
2024
Q3 		$711K Sell
8,350
-948
-10% -$75K 0.03% 538
2024
Q2 		$726K Sell
9,298
-834
-8% -$64.3K 0.03% 486
2024
Q1 		$844K Sell
10,132
-213
-2% -$16.1K 0.04% 422
2023
Q4 		$785K Buy
10,345
+196
+2% +$12.2K 0.04% 425
2023
Q3 		$550K Buy
10,149
+1,636
+19% +$97K 0.04% 464
2023
Q2 		$499K Buy
8,513
+558
+7% +$29.1K 0.03% 482
2023
Q1 		$426K Buy
7,955
+277
+4% +$13.5K 0.03% 495
2022
Q4 		$296K Sell
7,678
-3,477
-31% -$152K 0.03% 557
2022
Q3 		$509K Buy
11,155
+718
+7% +$38.9K 0.05% 391
2022
Q2 		$511K Buy
10,437
+292
+3% +$18.1K 0.05% 380
2022
Q1 		$885K Buy
10,145
+1,463
+17% +$132K 0.07% 287
2021
Q4 		$1.03M Sell
8,682
-1,044
-11% -$148K 0.09% 249
2021
Q3 		$1.35M Sell
9,726
-383
-4% -$56.6K 0.14% 155
2021
Q2 		$1.56M Buy
10,109
+5,274
+109% +$756K 0.17% 139
2021
Q1 		$713K Buy
4,835
+2,615
+118% +$422K 0.09% 244
2020
Q4 		$325K Sell
2,220
-42
-2% -$5.38K 0.05% 410
2020
Q3 		$246K Sell
2,262
-179
-7% -$18.1K 0.05% 394
2020
Q2 		$207K Buy
+2,441
New +$172K 0.05% 410

Other funds holding ARKW

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Independent Financial Group's ARKW Position: Q3 2026 in Review

Independent Financial Group increased its ARK Next Generation Technology ETF (ARKW) stake by 6.3% in Q3 2026, buying an estimated $18.3K and bringing the position to 2,038 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1206.

Independent Financial Group first reported a position in ARKW in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.56M in Q2 2021. 9 funds tracked by Wall St. Rank hold ARKW as of Q3 2026.

  • Independent Financial Group held 2,038 shares of ARK Next Generation Technology ETF worth $326K as of Q3 2026.
  • Independent Financial Group bought 121 ARK Next Generation Technology ETF shares in Q3 2026, an estimated $18.3K.
  • ARK Next Generation Technology ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1206 holding.
  • Independent Financial Group first reported a position in ARK Next Generation Technology ETF in Q2 2020 and has held it in 26 quarters since.
  • Independent Financial Group's ARK Next Generation Technology ETF position peaked at $1.56M in Q2 2021.
  • 9 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.