PFA
ARKW icon

Peak Financial Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Peak Financial 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
2021
Q2 		– Sell
-17,481
Closed -$2.58M – 73
2021
Q1 		$2.58M Buy
17,481
+279
+2% +$45K 2.17% 9
2020
Q4 		$2.52M Buy
+17,202
New +$2.2M 2.17% 13

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peak Financial Advisors's ARKW Position: Q2 2021 in Review

Peak Financial Advisors sold out of ARK Web x.0 ETF (ARKW) in Q2 2021, closing a stake of 17,481 shares — an estimated $2.58M sold.

Peak Financial Advisors first reported a position in ARKW in Q4 2020 and held it in 2 quarters. The position peaked at $2.58M in Q1 2021. 356 funds tracked by Wall St. Rank hold ARKW as of Q2 2021.

  • Peak Financial Advisors reported no remaining ARK Web x.0 ETF position as of Q2 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 17,481 ARK Web x.0 ETF shares in Q2 2021, an estimated $2.58M.
  • Peak Financial Advisors first reported a position in ARK Web x.0 ETF in Q4 2020 and held it in 2 quarters.
  • Peak Financial Advisors's ARK Web x.0 ETF position peaked at $2.58M in Q1 2021.
  • 356 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2021.

Based on Peak Financial Advisors's 13F filing for Q2 2021, filed 26 Jul 2021.