Ridgewood Investments’s ARK Next Generation Technology ETF ARKW Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-97	Closed	-$14.3K	–	230
2025 Q2	$14.3K	Hold	97	–	–	0.01%	477
2025 Q1	$9.18K	Hold	97	–	–	﹤0.01%	491
2024 Q4	$10.5K	Hold	97	–	–	0.01%	487
2024 Q3	$8.26K	Hold	97	–	–	﹤0.01%	531
2024 Q2	$7.57K	Buy	+97	New	+$7.48K	﹤0.01%	538
2023 Q3	–	Sell	-97	Closed	-$5.68K	–	212
2023 Q2	$5.68K	Hold	97	–	–	﹤0.01%	578
2023 Q1	$5.2K	Buy	+97	New	+$4.72K	﹤0.01%	591

Other funds holding ARKW

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

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

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

FIA

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

KAS

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ridgewood Investments's ARKW Position: Q3 2025 in Review

Ridgewood Investments sold out of ARK Next Generation Technology ETF (ARKW) in Q3 2025, closing a stake of 97 shares — an estimated $14.3K sold.

Ridgewood Investments first reported a position in ARKW in Q1 2023 and held it in 7 quarters. The position peaked at $14.3K in Q2 2025. 247 funds tracked by Wall St. Rank hold ARKW as of Q3 2025.

Ridgewood Investments reported no remaining ARK Next Generation Technology ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 97 ARK Next Generation Technology ETF shares in Q3 2025, an estimated $14.3K.
Ridgewood Investments first reported a position in ARK Next Generation Technology ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's ARK Next Generation Technology ETF position peaked at $14.3K in Q2 2025.
247 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.