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Principal Securities’s ARK Web x.0 ETF ARKW Stock Holding History

Principal Securities’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
Q4 		– Sell
-960
Closed -$168K – 1470
2025
Q3 		$168K Buy
960
+44
+5% +$6.98K ﹤0.01% 1366
2025
Q2 		$135K Sell
916
-40
-4% -$4.57K ﹤0.01% 1407
2025
Q1 		$103K Hold
956
– – ﹤0.01% 1425
2024
Q4 		$103K Buy
956
+30
+3% +$3.01K ﹤0.01% 1424
2024
Q3 		$78.8K Sell
926
-70
-7% -$5.54K ﹤0.01% 1499
2024
Q2 		$77.7K Sell
996
-40
-4% -$3.08K ﹤0.01% 1426
2024
Q1 		$86.3K Sell
1,036
-25
-2% -$1.9K ﹤0.01% 1340
2023
Q4 		$80.5K Buy
+1,061
New +$66.1K ﹤0.01% 1261

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return