Sargent Bickham Lagudis’s ARK Web x.0 ETF ARKW Stock Holding History

Sargent Bickham Lagudis’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
2022 Q3	–	Sell	-50	Closed	-$2K	–	983
2022 Q2	$2K	Buy	+50	New	+$3.1K	﹤0.01%	899
2021 Q2	–	Sell	-101	Closed	-$15K	–	926
2021 Q1	$15K	Buy	101 +7	+7%	+$1.13K	﹤0.01%	627
2020 Q4	$14K	Hold	94	–	–	﹤0.01%	604
2020 Q3	$10K	Buy	94 +31	+49%	+$3.14K	﹤0.01%	589
2020 Q2	$5K	Buy	+63	New	+$4.43K	﹤0.01%	639
2018 Q4	–	Sell	-91	Closed	-$5K	–	750
2018 Q3	$5K	Hold	91	–	–	﹤0.01%	681
2018 Q2	$5K	Sell	91 -90	-50%	-$4.78K	﹤0.01%	660
2018 Q1	$9K	Buy	+181	New	+$9.18K	﹤0.01%	591

Other funds holding ARKW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return