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Medallion Wealth Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Medallion Wealth 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
2026
Q1 		$770K Sell
6,381
-175
-3% -$23.2K 0.25% 89
2025
Q4 		$969K Sell
6,556
-269
-4% -$43.6K 0.33% 74
2025
Q3 		$1.19M Sell
6,825
-223
-3% -$35.4K 0.42% 57
2025
Q2 		$1.03M Sell
7,048
-1,290
-15% -$147K 0.4% 62
2025
Q1 		$798K Sell
8,338
-72
-0.9% -$7.94K 0.36% 69
2024
Q4 		$848K Buy
+8,410
New +$844K 0.42% 59

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Medallion Wealth Advisors's ARKW Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its ARK Web x.0 ETF (ARKW) stake by 2.7% in Q1 2026, selling an estimated $23.2K and leaving 6,381 shares worth $770K. The position accounts for 0.25% of the portfolio, ranked #89.

Medallion Wealth Advisors first reported a position in ARKW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q3 2025. 223 funds tracked by Wall St. Rank hold ARKW as of Q1 2026.

  • Medallion Wealth Advisors held 6,381 shares of ARK Web x.0 ETF worth $770K as of Q1 2026.
  • Medallion Wealth Advisors sold 175 ARK Web x.0 ETF shares in Q1 2026, an estimated $23.2K.
  • ARK Web x.0 ETF made up 0.25% of Medallion Wealth Advisors's portfolio in Q1 2026, its #89 holding.
  • Medallion Wealth Advisors first reported a position in ARK Web x.0 ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's ARK Web x.0 ETF position peaked at $1.19M in Q3 2025.
  • 223 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.