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Oxford Financial Group’s ARK Next Generation Technology 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
Q2 		$95.9K Buy
662
+5
+0.8% +$700 ﹤0.01% 260
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 $9.72B AUM 29.41% 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 $445B AUM 25.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Oxford Financial Group's ARKW Position: Q2 2026 in Review

Oxford Financial Group increased its ARK Next Generation Technology ETF (ARKW) stake by 0.76% in Q2 2026, buying an estimated $700 and bringing the position to 662 shares worth $95.9K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Oxford Financial Group first reported a position in ARKW in Q1 2021 and has held it in 22 quarters since. The position peaked at $115K in Q3 2025. 226 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Oxford Financial Group held 662 shares of ARK Next Generation Technology ETF worth $95.9K as of Q2 2026.
  • Oxford Financial Group bought 5 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $700.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #260 holding.
  • Oxford Financial Group first reported a position in ARK Next Generation Technology ETF in Q1 2021 and has held it in 22 quarters since.
  • Oxford Financial Group's ARK Next Generation Technology ETF position peaked at $115K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.