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Oxford Financial Group’s ARK Web x.0 ETF ARKW Stock Holding History

Oxford Financial 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
Q1 		$79.2K Hold
657
– – ﹤0.01% 269
2025
Q4 		$97.1K Hold
657
– – 0.01% 249
2025
Q3 		$115K Buy
657
+6
+0.9% +$952 0.01% 234
2025
Q2 		$96.1K Hold
651
– – 0.01% 226
2025
Q1 		$61.6K Hold
651
– – ﹤0.01% 230
2024
Q4 		$70.3K Hold
651
– – ﹤0.01% 267
2024
Q3 		$55.4K Hold
651
– – ﹤0.01% 261
2024
Q2 		$50.8K Hold
651
– – ﹤0.01% 284
2024
Q1 		$54.2K Hold
651
– – ﹤0.01% 247
2023
Q4 		$49.4K Hold
651
– – ﹤0.01% 264
2023
Q3 		$35.3K Hold
651
– – ﹤0.01% 243
2023
Q2 		$38.2K Hold
651
– – ﹤0.01% 257
2023
Q1 		$34.9K Hold
651
– – ﹤0.01% 224
2022
Q4 		$25.1K Hold
651
– – ﹤0.01% 233
2022
Q3 		$30K Hold
651
– – ﹤0.01% 207
2022
Q2 		$32K Hold
651
– – ﹤0.01% 227
2022
Q1 		$57K Hold
651
– – 0.01% 217
2021
Q4 		$77K Hold
651
– – 0.01% 223
2021
Q3 		$90K Hold
651
– – 0.01% 199
2021
Q2 		$100K Buy
651
+237
+57% +$34K 0.01% 191
2021
Q1 		$61K Buy
+414
New +$66.8K 0.01% 189

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B 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 $377B 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 $38.1B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $893B AUM 36.07% 1-Year Est. Return

Oxford Financial Group's ARKW Position: Q1 2026 in Review

Oxford Financial Group held its ARK Web x.0 ETF (ARKW) position steady in Q1 2026 at 657 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Oxford Financial Group first reported a position in ARKW in Q1 2021 and has held it in 21 quarters since. The position peaked at $115K in Q3 2025. 223 funds tracked by Wall St. Rank hold ARKW as of Q1 2026.

  • Oxford Financial Group held 657 shares of ARK Web x.0 ETF worth $79.2K as of Q1 2026.
  • Oxford Financial Group left its ARK Web x.0 ETF share count unchanged in Q1 2026.
  • ARK Web x.0 ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #269 holding.
  • Oxford Financial Group first reported a position in ARK Web x.0 ETF in Q1 2021 and has held it in 21 quarters since.
  • Oxford Financial Group's ARK Web x.0 ETF position peaked at $115K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.