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Jeppson Wealth Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Jeppson Wealth 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
2021
Q4 		– Sell
-1,666
Closed -$231K – 160
2021
Q3 		$231K Buy
1,666
+32
+2% +$4.73K 0.12% 136
2021
Q2 		$251K Buy
+1,634
New +$234K 0.14% 127

Other funds holding ARKW

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Jeppson Wealth Management's ARKW Position: Q4 2021 in Review

Jeppson Wealth Management sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2021, closing a stake of 1,666 shares — an estimated $231K sold.

Jeppson Wealth Management first reported a position in ARKW in Q2 2021 and held it in 2 quarters. The position peaked at $251K in Q2 2021. 337 funds tracked by Wall St. Rank hold ARKW as of Q4 2021.

  • Jeppson Wealth Management reported no remaining ARK Next Generation Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,666 ARK Next Generation Technology ETF shares in Q4 2021, an estimated $231K.
  • Jeppson Wealth Management first reported a position in ARK Next Generation Technology ETF in Q2 2021 and held it in 2 quarters.
  • Jeppson Wealth Management's ARK Next Generation Technology ETF position peaked at $251K in Q2 2021.
  • 337 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2021.

Based on Jeppson Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.