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Insight Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

Insight Advisors’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
Q2 		– Sell
-2,638
Closed -$250K – 292
2025
Q1 		$250K Sell
2,638
-1,500
-36% -$165K 0.04% 249
2024
Q4 		$454K Sell
4,138
-204
-5% -$20.5K 0.08% 168
2024
Q3 		$370K Sell
4,342
-170
-4% -$13.5K 0.06% 199
2024
Q2 		$352K Sell
4,512
-35
-0.8% -$2.7K 0.06% 207
2024
Q1 		$379K Sell
4,547
-518
-10% -$39.3K 0.07% 199
2023
Q4 		$384K Buy
+5,065
New +$315K 0.08% 179

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Insight Advisors's ARKW Position: Q2 2025 in Review

Insight Advisors sold out of ARK Next Generation Technology ETF (ARKW) in Q2 2025, closing a stake of 2,638 shares — an estimated $250K sold.

Insight Advisors first reported a position in ARKW in Q4 2023 and held it in 6 quarters. The position peaked at $454K in Q4 2024. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2025.

  • Insight Advisors reported no remaining ARK Next Generation Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Insight Advisors sold 2,638 ARK Next Generation Technology ETF shares in Q2 2025, an estimated $250K.
  • Insight Advisors first reported a position in ARK Next Generation Technology ETF in Q4 2023 and held it in 6 quarters.
  • Insight Advisors's ARK Next Generation Technology ETF position peaked at $454K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2025.

Based on Insight Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.