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ARKW icon

NWAM LLC’s ARK Web x.0 ETF ARKW Stock Holding History

NWAM 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
2026
Q1 		$495K Hold
4,105
– – 0.03% 408
2025
Q4 		$597K Hold
4,105
– – 0.03% 364
2025
Q3 		$715K Hold
4,105
– – 0.04% 345
2025
Q2 		$646K Buy
4,105
+239
+6% +$27.3K 0.04% 341
2025
Q1 		$366K Sell
3,866
-239
-6% -$26.4K 0.03% 375
2024
Q4 		$443K Hold
4,105
– – 0.03% 397
2024
Q3 		$349K Buy
+4,105
New +$325K 0.02% 451
2024
Q2 		– Sell
-4,441
Closed -$346K – 171
2024
Q1 		$346K Hold
4,441
– – 0.03% 404
2023
Q4 		$337K Buy
4,441
+533
+14% +$33.2K 0.03% 410
2023
Q3 		$212K Hold
3,908
– – 0.02% 465
2023
Q2 		$229K Hold
3,908
– – 0.02% 479
2023
Q1 		$210K Buy
+3,908
New +$190K 0.02% 446
2022
Q3 		– Sell
-4,109
Closed -$223K – 485
2022
Q2 		$223K Sell
4,109
-126
-3% -$7.81K 0.02% 468
2022
Q1 		$369K Buy
+4,235
New +$383K 0.03% 375

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B 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 $376B 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 $38B 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return