Prosperity Wealth Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Prosperity Wealth Management’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	-12,973	Closed	-$2.27M	–	256
2025 Q3	$2.27M	Buy	12,973 +939	+8%	+$149K	0.77%	24
2025 Q2	$1.78M	Buy	12,034 +1,130	+10%	+$129K	0.66%	29
2025 Q1	$1.03M	Buy	10,904 +2,315	+27%	+$255K	0.49%	40
2024 Q4	$927K	Buy	8,589 +3,235	+60%	+$325K	0.38%	48
2024 Q3	$456K	Buy	+5,354	New	+$424K	0.18%	89
2024 Q2	–	Sell	-18,754	Closed	-$1.56M	–	175
2024 Q1	$1.56M	Buy	18,754 +1,980	+12%	+$150K	0.74%	22
2023 Q4	$1.27M	Buy	16,774 +1,100	+7%	+$68.5K	0.83%	23
2023 Q3	$849K	Buy	15,674 +579	+4%	+$34.3K	0.55%	33
2023 Q2	$885K	Buy	15,095 +660	+5%	+$34.4K	0.57%	28
2023 Q1	$774K	Buy	14,435 +2,344	+19%	+$114K	0.61%	34
2022 Q4	$466K	Buy	+12,091	New	+$529K	0.44%	49

Other funds holding ARKW

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

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Prosperity Wealth Management's ARKW Position: Q4 2025 in Review

Prosperity Wealth Management sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2025, closing a stake of 12,973 shares — an estimated $2.27M sold.

Prosperity Wealth Management first reported a position in ARKW in Q4 2022 and held it in 11 quarters. The position peaked at $2.27M in Q3 2025. 245 funds tracked by Wall St. Rank hold ARKW as of Q4 2025.

Prosperity Wealth Management reported no remaining ARK Next Generation Technology ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Wealth Management sold 12,973 ARK Next Generation Technology ETF shares in Q4 2025, an estimated $2.27M.
Prosperity Wealth Management first reported a position in ARK Next Generation Technology ETF in Q4 2022 and held it in 11 quarters.
Prosperity Wealth Management's ARK Next Generation Technology ETF position peaked at $2.27M in Q3 2025.
245 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.