Opal Wealth Advisors
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Opal Wealth Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

Opal Wealth Advisors’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 		– Sell
-684
Closed -$82.5K – 255
2026
Q1 		$82.5K Buy
+684
New +$90.8K 0.02% 310
2025
Q3 		– Sell
-684
Closed -$101K – 222
2025
Q2 		$101K Hold
684
– – 0.03% 269
2025
Q1 		$64.8K Buy
+684
New +$75.4K 0.02% 324
2024
Q3 		– Sell
-684
Closed -$53.4K – 258
2024
Q2 		$53.4K Buy
+684
New +$52.8K 0.02% 349

Other funds holding ARKW

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Opal Wealth Advisors's ARKW Position: Q2 2026 in Review

Opal Wealth Advisors sold out of ARK Next Generation Technology ETF (ARKW) in Q2 2026, closing a stake of 684 shares — an estimated $82.5K sold.

Opal Wealth Advisors first reported a position in ARKW in Q2 2024 and held it in 4 quarters. The position peaked at $101K in Q2 2025. 229 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Opal Wealth Advisors reported no remaining ARK Next Generation Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 684 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $82.5K.
  • Opal Wealth Advisors first reported a position in ARK Next Generation Technology ETF in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's ARK Next Generation Technology ETF position peaked at $101K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.