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Larson Financial Group’s ARK Next Generation Technology ETF ARKW Stock Holding History

Larson Financial 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 		$9.24K Hold
64
– – ﹤0.01% 2460
2026
Q1 		$7.69K Buy
64
+33
+106% +$4.38K ﹤0.01% 2390
2025
Q4 		$4.58K Hold
31
– – ﹤0.01% 2491
2025
Q3 		$5.41K Sell
31
-255
-89% -$40.5K ﹤0.01% 2325
2025
Q2 		$42.2K Buy
286
+255
+823% +$29.1K ﹤0.01% 1142
2025
Q1 		$2.94K Hold
31
– – ﹤0.01% 2045
2024
Q4 		$3.35K Hold
31
– – ﹤0.01% 1759
2024
Q3 		$2.64K Sell
31
-156
-83% -$12.3K ﹤0.01% 1809
2024
Q2 		$14.6K Buy
187
+156
+503% +$12K ﹤0.01% 1148
2024
Q1 		$2.58K Hold
31
– – ﹤0.01% 1325
2023
Q4 		$2.35K Hold
31
– – ﹤0.01% 1343
2023
Q3 		$1.68K Hold
31
– – ﹤0.01% 1390
2023
Q2 		$1.82K Sell
31
-182
-85% -$9.48K ﹤0.01% 1281
2023
Q1 		$11.4K Buy
213
+21
+11% +$1.02K ﹤0.01% 888
2022
Q4 		$7.4K Buy
192
+146
+317% +$6.38K ﹤0.01% 947
2022
Q3 		$2K Sell
46
-26
-36% -$1.41K ﹤0.01% 1094
2022
Q2 		$4K Buy
72
+26
+57% +$1.61K ﹤0.01% 888
2022
Q1 		$4K Sell
46
-269
-85% -$24.3K ﹤0.01% 807
2021
Q4 		$37K Buy
315
+283
+884% +$40K 0.01% 432
2021
Q3 		$4K Hold
32
– – ﹤0.01% 710
2021
Q2 		$5K Hold
32
– – ﹤0.01% 627
2021
Q1 		$5K Buy
+32
New +$5.16K ﹤0.01% 624

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Larson Financial Group's ARKW Position: Q2 2026 in Review

Larson Financial Group held its ARK Next Generation Technology ETF (ARKW) position steady in Q2 2026 at 64 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

Larson Financial Group first reported a position in ARKW in Q1 2021 and has held it in 22 quarters since. The position peaked at $42.2K in Q2 2025. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Larson Financial Group held 64 shares of ARK Next Generation Technology ETF worth $9.24K as of Q2 2026.
  • Larson Financial Group left its ARK Next Generation Technology ETF share count unchanged in Q2 2026.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2460 holding.
  • Larson Financial Group first reported a position in ARK Next Generation Technology ETF in Q1 2021 and has held it in 22 quarters since.
  • Larson Financial Group's ARK Next Generation Technology ETF position peaked at $42.2K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

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