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Root Financial Partners’s ARK Next Generation Technology ETF ARKW Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-180
Closed -$21.7K – 591
2026
Q1 		$21.7K Sell
180
-15
-8% -$1.99K ﹤0.01% 1284
2025
Q4 		$28.8K Sell
195
-102
-34% -$16.5K ﹤0.01% 973
2025
Q3 		$51.9K Buy
+297
New +$47.1K ﹤0.01% 656

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Root Financial Partners's ARKW Position: Q2 2026 in Review

Root Financial Partners sold out of ARK Next Generation Technology ETF (ARKW) in Q2 2026, closing a stake of 180 shares — an estimated $21.7K sold.

Root Financial Partners first reported a position in ARKW in Q3 2025 and held it in 3 quarters. The position peaked at $51.9K in Q3 2025. 226 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Root Financial Partners reported no remaining ARK Next Generation Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 180 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $21.7K.
  • Root Financial Partners first reported a position in ARK Next Generation Technology ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ARK Next Generation Technology ETF position peaked at $51.9K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.