Priebe Wealth Holdings’s ARK Next Generation Technology ETF ARKW Stock Holding History

Priebe Wealth Holdings’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 Q2	$5.88M	Sell	39,852 -89,545	-69%	-$10.2M	5.09%	5
2025 Q1	$12.2M	Sell	129,397 -5,677	-4%	-$626K	7.64%	3
2024 Q4	$14.6M	Sell	135,074 -14,827	-10%	-$1.49M	9.89%	2
2024 Q3	$12.8M	Sell	149,901 -1,389	-0.9%	-$110K	9.3%	3
2024 Q2	$11.8M	Sell	151,290 -2,977	-2%	-$230K	9.35%	3
2024 Q1	$12.9M	Buy	154,267 +1,089	+0.7%	+$82.6K	10.02%	2
2023 Q4	$11.6M	Buy	+153,178	New	+$9.54M	9.55%	2

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Priebe Wealth Holdings's ARKW Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its ARK Next Generation Technology ETF (ARKW) stake by 69% in Q2 2025, selling an estimated $10.2M and leaving 39,852 shares worth $5.88M. The position accounts for 5.09% of the portfolio, ranked #5.

Priebe Wealth Holdings first reported a position in ARKW in Q4 2023 and has held it in 7 quarters since. The position peaked at $14.6M in Q4 2024. 225 funds tracked by Wall St. Rank hold ARKW as of Q2 2025.

Priebe Wealth Holdings held 39,852 shares of ARK Next Generation Technology ETF worth $5.88M as of Q2 2025.
Priebe Wealth Holdings sold 89,545 ARK Next Generation Technology ETF shares in Q2 2025, an estimated $10.2M.
ARK Next Generation Technology ETF made up 5.09% of Priebe Wealth Holdings's portfolio in Q2 2025, its #5 holding.
Priebe Wealth Holdings first reported a position in ARK Next Generation Technology ETF in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's ARK Next Generation Technology ETF position peaked at $14.6M in Q4 2024.
225 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.