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SHP Wealth Management’s ARK Web x.0 ETF ARKW Stock Holding History

SHP Wealth Management’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 		$4.22K Hold
35
– – ﹤0.01% 1113
2025
Q4 		$5.17K Buy
+35
New +$5.68K ﹤0.01% 977

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B 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 $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 $162B AUM 16.35% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SHP Wealth Management's ARKW Position: Q1 2026 in Review

SHP Wealth Management held its ARK Web x.0 ETF (ARKW) position steady in Q1 2026 at 35 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

SHP Wealth Management first reported a position in ARKW in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.17K in Q4 2025. 224 funds tracked by Wall St. Rank hold ARKW as of Q1 2026.

  • SHP Wealth Management held 35 shares of ARK Web x.0 ETF worth $4.22K as of Q1 2026.
  • SHP Wealth Management left its ARK Web x.0 ETF share count unchanged in Q1 2026.
  • ARK Web x.0 ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1113 holding.
  • SHP Wealth Management first reported a position in ARK Web x.0 ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's ARK Web x.0 ETF position peaked at $5.17K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.