Oakmont Advisory Group’s ARK Next Generation Technology ETF ARKW Stock Holding History

Oakmont Advisory Group’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	$18.4K	Buy	+127	New	+$17.8K	0.02%	261

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

Oakmont Advisory Group's ARKW Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in ARK Next Generation Technology ETF (ARKW) in Q2 2026: 127 shares worth $18.4K. The stake represents 0.02% of the portfolio and ranks #261 among its holdings.

227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

Oakmont Advisory Group held 127 shares of ARK Next Generation Technology ETF worth $18.4K as of Q2 2026.
ARK Next Generation Technology ETF was a new Oakmont Advisory Group position in Q2 2026.
ARK Next Generation Technology ETF made up 0.02% of Oakmont Advisory Group's portfolio in Q2 2026, its #261 holding.
227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.