SFA
ARKW icon

Sequoia Financial Advisors’s ARK Web x.0 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
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 $8.06B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return