Legend Financial Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Legend Financial Advisors’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	-9	Closed	-$972	–	49
2024 Q4	$972	Buy	+9	New	+$904	﹤0.01%	219
2024 Q3	–	Sell	-9	Closed	-$702	–	170
2024 Q2	$702	Buy	+9	New	+$694	﹤0.01%	253
2020 Q2	–	Sell	-4,307	Closed	-$227K	–	30
2020 Q1	$227K	Sell	4,307 -225	-5%	-$13.7K	0.2%	25
2019 Q4	$261K	Sell	4,532 -423	-9%	-$22.5K	0.22%	28
2019 Q3	$241K	Hold	4,955	–	–	0.2%	31
2019 Q2	$257K	Buy	4,955 +553	+13%	+$28.5K	0.23%	31
2019 Q1	$228K	Buy	+4,402	New	+$218K	0.25%	31

Other funds holding ARKW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return