Medallion Wealth Advisors’s ARK Next Generation Technology 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 Q2	$389K	Sell	2,684 -3,697	-58%	-$518K	0.12%	157
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 $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Medallion Wealth Advisors's ARKW Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its ARK Next Generation Technology ETF (ARKW) stake by 58% in Q2 2026, selling an estimated $518K and leaving 2,684 shares worth $389K. The position accounts for 0.12% of the portfolio, ranked #157.

Medallion Wealth Advisors first reported a position in ARKW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 226 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

Medallion Wealth Advisors held 2,684 shares of ARK Next Generation Technology ETF worth $389K as of Q2 2026.
Medallion Wealth Advisors sold 3,697 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $518K.
ARK Next Generation Technology ETF made up 0.12% of Medallion Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Medallion Wealth Advisors first reported a position in ARK Next Generation Technology ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's ARK Next Generation Technology ETF position peaked at $1.19M in Q3 2025.
226 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.