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Leo Wealth LLC’s ARK Next Generation Technology ETF ARKW Stock Holding History

Leo Wealth LLC’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
2024
Q4 		– Sell
-2,706
Closed -$230K – 358
2024
Q3 		$230K Hold
2,706
– – 0.02% 313
2024
Q2 		$211K Hold
2,706
– – 0.02% 313
2024
Q1 		$225K Hold
2,706
– – 0.02% 305
2023
Q4 		$205K Buy
+2,706
New +$169K 0.02% 311

Other funds holding ARKW

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leo Wealth LLC's ARKW Position: Q4 2024 in Review

Leo Wealth LLC sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2024, closing a stake of 2,706 shares — an estimated $230K sold.

Leo Wealth LLC first reported a position in ARKW in Q4 2023 and held it in 4 quarters. The position peaked at $230K in Q3 2024. 215 funds tracked by Wall St. Rank hold ARKW as of Q4 2024.

  • Leo Wealth LLC reported no remaining ARK Next Generation Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 2,706 ARK Next Generation Technology ETF shares in Q4 2024, an estimated $230K.
  • Leo Wealth LLC first reported a position in ARK Next Generation Technology ETF in Q4 2023 and held it in 4 quarters.
  • Leo Wealth LLC's ARK Next Generation Technology ETF position peaked at $230K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2024.

Based on Leo Wealth LLC's 13F filing for Q4 2024, filed 28 Jan 2025.