LAM Group’s ARK Web x.0 ETF ARKW Stock Holding History

LAM Group’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	$950K	Buy	6,560 +3,660	+126%	+$513K	0.47%	53
2026 Q1	$350K	Sell	2,900 -200	-6%	-$26.5K	0.19%	70
2025 Q4	$458K	Buy	3,100 +360	+13%	+$58.4K	0.26%	67
2025 Q3	$478K	Buy	2,740 +50	+2%	+$7.93K	0.3%	61
2025 Q2	$397K	Hold	2,690	–	–	0.27%	65
2025 Q1	$255K	Sell	2,690 -350	-12%	-$38.6K	0.19%	69
2024 Q4	$328K	Buy	3,040 +2,715	+835%	+$273K	0.23%	68
2024 Q3	$27.7K	Hold	325	–	–	0.02%	85
2024 Q2	$25.4K	Hold	325	–	–	0.02%	84
2024 Q1	$27.1K	Hold	325	–	–	0.02%	84
2023 Q4	$24.7K	Hold	325	–	–	0.02%	79
2023 Q3	$17.6K	Hold	325	–	–	0.02%	72
2023 Q2	$19K	Hold	325	–	–	0.02%	71
2023 Q1	$17.4K	Buy	325 +225	+225%	+$11K	0.02%	74
2022 Q4	$3.85K	Buy	+100	New	+$4.37K	﹤0.01%	90

Other funds holding ARKW

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return