Root Financial Partners
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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
Q3 		$14.5K Buy
+91
New +$13.7K ﹤0.01% 1726
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

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Root Financial Partners's ARKW Position: Q3 2026 in Review

Root Financial Partners opened a new position in ARK Next Generation Technology ETF (ARKW) in Q3 2026: 91 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #1726 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ARKW as recently as Q1 2026.

Root Financial Partners first reported a position in ARKW in Q3 2025 and has held it in 4 quarters since. The position peaked at $51.9K in Q3 2025. 195 funds tracked by Wall St. Rank hold ARKW as of Q3 2026.

  • Root Financial Partners held 91 shares of ARK Next Generation Technology ETF worth $14.5K as of Q3 2026.
  • ARK Next Generation Technology ETF was a new Root Financial Partners position in Q3 2026.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1726 holding.
  • Root Financial Partners first reported a position in ARK Next Generation Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's ARK Next Generation Technology ETF position peaked at $51.9K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.