Oliver Lagore Vanvalin Investment Group’s ARK Web x.0 ETF ARKW Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$4.73K	Buy	+50	New	+$5.71K	﹤0.01%	502
2024 Q4	$5.4K	Buy	50 +13	+35%	+$1.3K	﹤0.01%	511
2024 Q3	$3.15K	Sell	37 -13	-26%	-$1.03K	﹤0.01%	542
2024 Q2	$3.9K	Buy	+50	New	+$3.86K	﹤0.01%	530
2023 Q2	–	Sell	-16	Closed	-$831	–	781
2023 Q1	$831	Sell	16 -69	-81%	-$3.36K	﹤0.01%	631
2022 Q4	$3.26K	Sell	85 -230	-73%	-$10.1K	﹤0.01%	517
2022 Q3	$14K	Sell	315 -159	-34%	-$8.61K	0.01%	286
2022 Q2	$23K	Sell	474 -25,566	-98%	-$1.59M	0.01%	239
2022 Q1	$2.26M	Buy	+26,040	New	+$2.36M	1.51%	14

Other funds holding ARKW

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

KAS

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ARKW Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in ARK Web x.0 ETF (ARKW) in Q2 2025: 50 shares worth $4.73K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ARKW as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ARKW in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.26M in Q1 2022. 225 funds tracked by Wall St. Rank hold ARKW as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 50 shares of ARK Web x.0 ETF worth $4.73K as of Q2 2025.
ARK Web x.0 ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
ARK Web x.0 ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #502 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in ARK Web x.0 ETF in Q1 2022 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's ARK Web x.0 ETF position peaked at $2.26M in Q1 2022.
225 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.