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KWMG LLC’s ARK Next Generation Technology ETF ARKW Stock Holding History

KWMG LLC’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
2019
Q1 		– Sell
-490
Closed -$21K – 450
2018
Q4 		$21K Buy
+490
New +$25.3K 0.01% 217

Other funds holding ARKW

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
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

KWMG LLC's ARKW Position: Q1 2019 in Review

KWMG LLC sold out of ARK Next Generation Technology ETF (ARKW) in Q1 2019, closing a stake of 490 shares — an estimated $21K sold.

KWMG LLC first reported a position in ARKW in Q4 2018 and held it in 1 quarter. The position peaked at $21K in Q4 2018. 76 funds tracked by Wall St. Rank hold ARKW as of Q1 2019.

  • KWMG LLC reported no remaining ARK Next Generation Technology ETF position as of Q1 2019 after selling out during the quarter.
  • KWMG LLC sold 490 ARK Next Generation Technology ETF shares in Q1 2019, an estimated $21K.
  • KWMG LLC first reported a position in ARK Next Generation Technology ETF in Q4 2018 and held it in 1 quarter.
  • KWMG LLC's ARK Next Generation Technology ETF position peaked at $21K in Q4 2018.
  • 76 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2019.

Based on KWMG LLC's 13F filing for Q1 2019, filed 23 Apr 2019.