MWM
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MGB Wealth Management’s ARK Web x.0 ETF ARKW Stock Holding History

MGB Wealth Management’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
Q4 		$45K Buy
305
+5
+2% +$811 0.01% 268
2025
Q3 		$52.4K Buy
+300
New +$47.6K 0.01% 263
2025
Q2 		– Sell
-300
Closed -$28.4K – 308
2025
Q1 		$28.4K Buy
+300
New +$33.1K 0.01% 262

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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 $26.4B AUM 21.05% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

MGB Wealth Management's ARKW Position: Q4 2025 in Review

MGB Wealth Management increased its ARK Web x.0 ETF (ARKW) stake by 1.7% in Q4 2025, buying an estimated $811 and bringing the position to 305 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #268.

MGB Wealth Management first reported a position in ARKW in Q1 2025 and has held it in 3 quarters since. The position peaked at $52.4K in Q3 2025. 242 funds tracked by Wall St. Rank hold ARKW as of Q4 2025.

  • MGB Wealth Management held 305 shares of ARK Web x.0 ETF worth $45K as of Q4 2025.
  • MGB Wealth Management bought 5 ARK Web x.0 ETF shares in Q4 2025, an estimated $811.
  • ARK Web x.0 ETF made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #268 holding.
  • MGB Wealth Management first reported a position in ARK Web x.0 ETF in Q1 2025 and has held it in 3 quarters since.
  • MGB Wealth Management's ARK Web x.0 ETF position peaked at $52.4K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.