Kestra Investment Management
ARKW icon

Kestra Investment Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-116
Closed -$12.5K – 927
2024
Q4 		$12.5K Buy
+116
New +$11.6K ﹤0.01% 793

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Foundations Investment Advisors
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
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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

Kestra Investment Management's ARKW Position: Q1 2025 in Review

Kestra Investment Management sold out of ARK Next Generation Technology ETF (ARKW) in Q1 2025, closing a stake of 116 shares — an estimated $12.5K sold.

Kestra Investment Management first reported a position in ARKW in Q4 2024 and held it in 1 quarter. The position peaked at $12.5K in Q4 2024. 205 funds tracked by Wall St. Rank hold ARKW as of Q1 2025.

  • Kestra Investment Management reported no remaining ARK Next Generation Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 116 ARK Next Generation Technology ETF shares in Q1 2025, an estimated $12.5K.
  • Kestra Investment Management first reported a position in ARK Next Generation Technology ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's ARK Next Generation Technology ETF position peaked at $12.5K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.