Prospera Financial Services’s ARK Web x.0 ETF ARKW Stock Holding History

Prospera Financial Services’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
2026 Q1	$264K	Sell	2,185 -11,515	-84%	-$1.53M	﹤0.01%	1251
2025 Q4	$2.03M	Sell	13,700 -278	-2%	-$45.1K	0.03%	474
2025 Q3	$2.44M	Buy	13,978 +1,212	+9%	+$192K	0.04%	431
2025 Q2	$1.88M	Buy	12,766 +10,387	+437%	+$1.19M	0.04%	484
2025 Q1	$225K	Buy	+2,379	New	+$262K	0.01%	1088
2022 Q3	–	Sell	-318	Closed	-$16K	–	875
2022 Q2	$16K	Sell	318 -610	-66%	-$37.8K	﹤0.01%	1248
2022 Q1	$81K	Buy	+928	New	+$83.9K	﹤0.01%	1183
2021 Q4	–	Sell	-3,755	Closed	-$521K	–	867
2021 Q3	$521K	Sell	3,755 -7,672	-67%	-$1.13M	0.03%	524
2021 Q2	$1.76M	Buy	11,427 +224	+2%	+$32.1K	0.09%	268
2021 Q1	$1.65M	Buy	+11,203	New	+$1.81M	0.1%	246
2020 Q4	–	Sell	-359	Closed	-$39K	–	729
2020 Q3	$39K	Buy	+359	New	+$36.3K	0.01%	693

Other funds holding ARKW

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return