Plante Moran Financial Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

Plante Moran 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
2025 Q1	–	Sell	-96	Closed	-$10.4K	–	798
2024 Q4	$10.4K	Hold	96	–	–	﹤0.01%	571
2024 Q3	$8.17K	Hold	96	–	–	﹤0.01%	622
2024 Q2	$7.49K	Hold	96	–	–	﹤0.01%	609
2024 Q1	$8K	Hold	96	–	–	﹤0.01%	633
2023 Q4	$7.29K	Hold	96	–	–	﹤0.01%	598
2023 Q3	$5.2K	Hold	96	–	–	﹤0.01%	600
2023 Q2	$5.63K	Hold	96	–	–	﹤0.01%	627
2023 Q1	$5.15K	Sell	96 -50	-34%	-$2.44K	﹤0.01%	643
2022 Q4	$5.63K	Buy	146 +50	+52%	+$2.19K	﹤0.01%	661
2022 Q3	$4K	Buy	+96	New	+$5.2K	﹤0.01%	716
2021 Q3	–	Sell	-101	Closed	-$16K	–	919
2021 Q2	$16K	Buy	+101	New	+$14.5K	﹤0.01%	597

Other funds holding ARKW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PWH

Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Plante Moran Financial Advisors's ARKW Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of ARK Next Generation Technology ETF (ARKW) in Q1 2025, closing a stake of 96 shares — an estimated $10.4K sold.

Plante Moran Financial Advisors first reported a position in ARKW in Q2 2021 and held it in 11 quarters. The position peaked at $16K in Q2 2021. 205 funds tracked by Wall St. Rank hold ARKW as of Q1 2025.

Plante Moran Financial Advisors reported no remaining ARK Next Generation Technology ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 96 ARK Next Generation Technology ETF shares in Q1 2025, an estimated $10.4K.
Plante Moran Financial Advisors first reported a position in ARK Next Generation Technology ETF in Q2 2021 and held it in 11 quarters.
Plante Moran Financial Advisors's ARK Next Generation Technology ETF position peaked at $16K in Q2 2021.
205 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.