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Safeguard Investment Advisory Group’s ARK Web x.0 ETF ARKW Stock Holding History

Safeguard Investment Advisory Group’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
-1,222
Closed -$213K – 149
2025
Q3 		$213K Buy
+1,222
New +$194K 0.05% 139
2024
Q3 		– Sell
-2,584
Closed -$202K – 121
2024
Q2 		$202K Sell
2,584
-244
-9% -$18.8K 0.06% 101
2024
Q1 		$235K Sell
2,828
-928
-25% -$70.4K 0.08% 88
2023
Q4 		$285K Sell
3,756
-2,408
-39% -$150K 0.11% 73
2023
Q3 		$334K Sell
6,164
-134
-2% -$7.94K 0.15% 64
2023
Q2 		$369K Sell
6,298
-66
-1% -$3.44K 0.16% 64
2023
Q1 		$341K Sell
6,364
-361
-5% -$17.6K 0.16% 71
2022
Q4 		$259K Sell
6,725
-76
-1% -$3.32K 0.16% 79
2022
Q3 		$310K Sell
6,801
-255
-4% -$13.8K 0.21% 67
2022
Q2 		$615K Hold
7,056
– – 0.38% 44
2022
Q1 		$615K Sell
7,056
-134
-2% -$12.1K 0.42% 38
2021
Q4 		$852K Sell
7,190
-267
-4% -$37.8K 0.5% 35
2021
Q3 		$1.03M Sell
7,457
-406
-5% -$60K 0.67% 31
2021
Q2 		$1.21M Sell
7,863
-502
-6% -$72K 0.86% 25
2021
Q1 		$1.23M Buy
8,365
+772
+10% +$125K 1.1% 21
2020
Q4 		$1.11M Buy
+7,593
New +$972K 0.98% 21

Other funds holding ARKW

Morgan Stanley
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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Safeguard Investment Advisory Group's ARKW Position: Q4 2025 in Review

Safeguard Investment Advisory Group sold out of ARK Web x.0 ETF (ARKW) in Q4 2025, closing a stake of 1,222 shares — an estimated $213K sold.

Safeguard Investment Advisory Group first reported a position in ARKW in Q4 2020 and held it in 16 quarters. The position peaked at $1.23M in Q1 2021. 243 funds tracked by Wall St. Rank hold ARKW as of Q4 2025.

  • Safeguard Investment Advisory Group reported no remaining ARK Web x.0 ETF position as of Q4 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,222 ARK Web x.0 ETF shares in Q4 2025, an estimated $213K.
  • Safeguard Investment Advisory Group first reported a position in ARK Web x.0 ETF in Q4 2020 and held it in 16 quarters.
  • Safeguard Investment Advisory Group's ARK Web x.0 ETF position peaked at $1.23M in Q1 2021.
  • 243 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.