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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PP
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

Legend Financial Advisors's ARKW Position: Q1 2025 in Review

Legend Financial Advisors sold out of ARK Web x.0 ETF (ARKW) in Q1 2025, closing a stake of 9 shares — an estimated $972 sold.

Legend Financial Advisors first reported a position in ARKW in Q1 2019 and held it in 7 quarters. The position peaked at $261K in Q4 2019. 203 funds tracked by Wall St. Rank hold ARKW as of Q1 2025.

  • Legend Financial Advisors reported no remaining ARK Web x.0 ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 9 ARK Web x.0 ETF shares in Q1 2025, an estimated $972.
  • Legend Financial Advisors first reported a position in ARK Web x.0 ETF in Q1 2019 and held it in 7 quarters.
  • Legend Financial Advisors's ARK Web x.0 ETF position peaked at $261K in Q4 2019.
  • 203 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.