Legend Financial Advisors’s ARK Next Generation Technology 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 $1.89T 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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 Next Generation Technology 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. 205 funds tracked by Wall St. Rank hold ARKW as of Q1 2025.

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

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