Institutional & Family Asset Management’s ARK Web x.0 ETF ARKW Stock Holding History

Institutional & Family Asset 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
2022 Q1	–	Sell	-52	Closed	-$6K	–	769
2021 Q4	$6K	Buy	52 +20	+63%	+$2.83K	﹤0.01%	517
2021 Q3	$4K	Hold	32	–	–	﹤0.01%	689
2021 Q2	$5K	Sell	32 -240	-88%	-$34.4K	﹤0.01%	696
2021 Q1	$40K	Sell	272 -252	-48%	-$40.7K	0.01%	387
2020 Q4	$77K	Buy	+524	New	+$67.1K	0.02%	275

Other funds holding ARKW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Institutional & Family Asset Management's ARKW Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of ARK Web x.0 ETF (ARKW) in Q1 2022, closing a stake of 52 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in ARKW in Q4 2020 and held it in 5 quarters. The position peaked at $77K in Q4 2020. 286 funds tracked by Wall St. Rank hold ARKW as of Q1 2022.

Institutional & Family Asset Management reported no remaining ARK Web x.0 ETF position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 52 ARK Web x.0 ETF shares in Q1 2022, an estimated $6K.
Institutional & Family Asset Management first reported a position in ARK Web x.0 ETF in Q4 2020 and held it in 5 quarters.
Institutional & Family Asset Management's ARK Web x.0 ETF position peaked at $77K in Q4 2020.
286 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.