Principle Wealth Partners’s ARK Next Generation Technology ETF ARKW Stock Holding History

Principle Wealth Partners’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
2021 Q3	–	Sell	-1,309	Closed	-$202K	–	308
2021 Q2	$202K	Buy	+1,309	New	+$188K	0.02%	306
2020 Q3	–	Sell	-1,286	Closed	-$109K	–	163
2020 Q2	$109K	Buy	+1,286	New	+$90.4K	0.03%	200

Other funds holding ARKW

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Principle Wealth Partners's ARKW Position: Q3 2021 in Review

Principle Wealth Partners sold out of ARK Next Generation Technology ETF (ARKW) in Q3 2021, closing a stake of 1,309 shares — an estimated $202K sold.

Principle Wealth Partners first reported a position in ARKW in Q2 2020 and held it in 2 quarters. The position peaked at $202K in Q2 2021. 343 funds tracked by Wall St. Rank hold ARKW as of Q3 2021.

Principle Wealth Partners reported no remaining ARK Next Generation Technology ETF position as of Q3 2021 after selling out during the quarter.
Principle Wealth Partners sold 1,309 ARK Next Generation Technology ETF shares in Q3 2021, an estimated $202K.
Principle Wealth Partners first reported a position in ARK Next Generation Technology ETF in Q2 2020 and held it in 2 quarters.
Principle Wealth Partners's ARK Next Generation Technology ETF position peaked at $202K in Q2 2021.
343 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2021.

Based on Principle Wealth Partners's 13F filing for Q3 2021, filed 16 Nov 2021.