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Principal Securities’s ARK Next Generation Technology 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 $1.89T 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Principal Securities's ARKW Position: Q4 2025 in Review

Principal Securities sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2025, closing a stake of 960 shares — an estimated $168K sold.

Principal Securities first reported a position in ARKW in Q4 2023 and held it in 8 quarters. The position peaked at $168K in Q3 2025. 245 funds tracked by Wall St. Rank hold ARKW as of Q4 2025.

  • Principal Securities reported no remaining ARK Next Generation Technology ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 960 ARK Next Generation Technology ETF shares in Q4 2025, an estimated $168K.
  • Principal Securities first reported a position in ARK Next Generation Technology ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's ARK Next Generation Technology ETF position peaked at $168K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.