MCC
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Money Concepts Capital’s ARK Web x.0 ETF ARKW Stock Holding History

Money Concepts Capital’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
2023
Q2 		– Sell
-50,490
Closed -$488K – 371
2023
Q1 		$488K Buy
50,490
+46,996
+1,345% +$2.29M 0.03% 290
2022
Q4 		$135K Sell
3,494
-9,018
-72% -$394K 0.01% 855
2022
Q3 		$571K Sell
12,512
-1,222
-9% -$66.1K 0.03% 279
2022
Q2 		$691K Sell
13,734
-118,858
-90% -$7.37M 0.06% 236
2022
Q1 		$11.6M Buy
132,592
+37,249
+39% +$3.37M 0.65% 27
2021
Q4 		$11.3M Buy
+95,343
New +$13.5M 0.96% 20
2021
Q1 		$9.95M Buy
67,493
+9,398
+16% +$1.52M 0.8% 31
2020
Q4 		$8.5M Buy
+58,095
New +$7.44M 0.79% 31

Other funds holding ARKW

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 $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return