Safe Harbor Wealth Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

Safe Harbor Wealth Advisors’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	$396K	Buy	+3,276	New	+$531K	0.38%	49

Other funds holding ARKW

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B 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

KAS

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

ACM

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

Safe Harbor Wealth Advisors's ARKW Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in ARK Next Generation Technology ETF (ARKW) in Q4 2025: 3,276 shares worth $396K. The stake represents 0.38% of the portfolio and ranks #49 among its holdings.

245 funds tracked by Wall St. Rank hold ARKW as of Q4 2025.

Safe Harbor Wealth Advisors held 3,276 shares of ARK Next Generation Technology ETF worth $396K as of Q4 2025.
ARK Next Generation Technology ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
ARK Next Generation Technology ETF made up 0.38% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #49 holding.
245 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.