Prospera Financial Services’s ARK Next Generation Technology 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 Q2	$257K	Sell	1,775 -410	-19%	-$57.4K	﹤0.01%	1295
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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Prospera Financial Services's ARKW Position: Q2 2026 in Review

Prospera Financial Services reduced its ARK Next Generation Technology ETF (ARKW) stake by 19% in Q2 2026, selling an estimated $57.4K and leaving 1,775 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Prospera Financial Services first reported a position in ARKW in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.44M in Q3 2025. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

Prospera Financial Services held 1,775 shares of ARK Next Generation Technology ETF worth $257K as of Q2 2026.
Prospera Financial Services sold 410 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $57.4K.
ARK Next Generation Technology ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1295 holding.
Prospera Financial Services first reported a position in ARK Next Generation Technology ETF in Q3 2020 and has held it in 12 quarters since.
Prospera Financial Services's ARK Next Generation Technology ETF position peaked at $2.44M in Q3 2025.
227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.