Sequoia Financial Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

Sequoia Financial 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
2026 Q2	$244K	Hold	1,682	–	–	﹤0.01%	1829
2026 Q1	$203K	Buy	+1,682	New	+$223K	﹤0.01%	1787
2024 Q2	–	Sell	-2,574	Closed	-$214K	–	1228
2024 Q1	$214K	Sell	2,574 -125	-5%	-$9.48K	﹤0.01%	1024
2023 Q4	$205K	Buy	+2,699	New	+$168K	﹤0.01%	1102
2022 Q2	–	Sell	-2,871	Closed	-$250K	–	600
2022 Q1	$250K	Sell	2,871 -969	-25%	-$87.7K	0.01%	556
2021 Q4	$455K	Buy	3,840 +1,758	+84%	+$249K	0.01%	344
2021 Q3	$289K	Sell	2,082 -3,498	-63%	-$517K	0.03%	207
2021 Q2	$860K	Buy	5,580 +852	+18%	+$122K	0.03%	217
2021 Q1	$697K	Buy	+4,728	New	+$763K	0.03%	217

Other funds holding ARKW

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sequoia Financial Advisors's ARKW Position: Q2 2026 in Review

Sequoia Financial Advisors held its ARK Next Generation Technology ETF (ARKW) position steady in Q2 2026 at 1,682 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Sequoia Financial Advisors first reported a position in ARKW in Q1 2021 and has held it in 9 quarters since. The position peaked at $860K in Q2 2021. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

Sequoia Financial Advisors held 1,682 shares of ARK Next Generation Technology ETF worth $244K as of Q2 2026.
Sequoia Financial Advisors left its ARK Next Generation Technology ETF share count unchanged in Q2 2026.
ARK Next Generation Technology ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1829 holding.
Sequoia Financial Advisors first reported a position in ARK Next Generation Technology ETF in Q1 2021 and has held it in 9 quarters since.
Sequoia Financial Advisors's ARK Next Generation Technology ETF position peaked at $860K in Q2 2021.
227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.