PCS
ARKW icon

Personal CFO Solutions’s ARK Web x.0 ETF ARKW Stock Holding History

Personal CFO Solutions’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
2024
Q2 		– Sell
-5,745
Closed -$479K – 536
2024
Q1 		$479K Buy
5,745
+12
+0.2% +$910 0.07% 264
2023
Q4 		$435K Buy
5,733
+62
+1% +$3.86K 0.08% 265
2023
Q3 		$307K Sell
5,671
-1,064
-16% -$63.1K 0.06% 314
2023
Q2 		$395K Sell
6,735
-107
-2% -$5.57K 0.08% 264
2023
Q1 		$367K Sell
6,842
-434
-6% -$21.1K 0.08% 263
2022
Q4 		$280K Sell
7,276
-1,948
-21% -$85.2K 0.06% 320
2022
Q3 		$421K Sell
9,224
-1,681
-15% -$91K 0.11% 180
2022
Q2 		$534K Sell
10,905
-470
-4% -$29.1K 0.13% 145
2022
Q1 		$992K Sell
11,375
-2,878
-20% -$260K 0.2% 102
2021
Q4 		$1.69M Sell
14,253
-1,429
-9% -$202K 0.32% 56
2021
Q3 		$2.18M Sell
15,682
-242
-2% -$35.8K 0.45% 37
2021
Q2 		$2.45M Sell
15,924
-3,727
-19% -$535K 0.5% 34
2021
Q1 		$2.9M Buy
19,651
+347
+2% +$56K 0.63% 30
2020
Q4 		$2.83M Buy
19,304
+4,239
+28% +$543K 0.7% 30
2020
Q3 		$2K Buy
15,065
+10,826
+255% +$1.1M 0.67% 31
2020
Q2 		$360K Buy
+4,239
New +$298K 0.11% 178

Other funds holding ARKW

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 $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $995M AUM 23.53% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return