Jones Financial Companies’s ARK Next Generation Technology ETF ARKW Stock Holding History

Jones Financial Companies’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 Q2	–	Sell	-40	Closed	-$4.63K	–	4973
2026 Q1	$4.63K	Buy	40 +34	+567%	+$4.51K	﹤0.01%	3871
2025 Q4	$886	Sell	6 -544	-99%	-$88.2K	﹤0.01%	4048
2025 Q3	$93.1K	Buy	+550	New	+$87.2K	﹤0.01%	2113

Other funds holding ARKW

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jones Financial Companies's ARKW Position: Q2 2026 in Review

Jones Financial Companies sold out of ARK Next Generation Technology ETF (ARKW) in Q2 2026, closing a stake of 40 shares — an estimated $4.63K sold.

Jones Financial Companies first reported a position in ARKW in Q3 2025 and held it in 3 quarters. The position peaked at $93.1K in Q3 2025. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

Jones Financial Companies reported no remaining ARK Next Generation Technology ETF position as of Q2 2026 after selling out during the quarter.
Jones Financial Companies sold 40 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $4.63K.
Jones Financial Companies first reported a position in ARK Next Generation Technology ETF in Q3 2025 and held it in 3 quarters.
Jones Financial Companies's ARK Next Generation Technology ETF position peaked at $93.1K in Q3 2025.
227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.