Silicon Valley Capital Partners’s ARK Next Generation Technology ETF ARKW Stock Holding History

Silicon Valley Capital Partners’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
2023 Q2	–	Sell	-1	Closed	-$54	–	338
2023 Q1	$54	Buy	+1	New	+$49	﹤0.01%	244
2021 Q2	–	Sell	-9,114	Closed	-$1.34M	–	64
2021 Q1	$1.34M	Buy	9,114 +189	+2%	+$30.5K	0.29%	25
2020 Q4	$1.31M	Buy	8,925 +1,975	+28%	+$253K	0.28%	22
2020 Q3	$755K	Buy	6,950 +2,471	+55%	+$250K	0.19%	32
2020 Q2	$380K	Hold	4,479	–	–	0.12%	29
2020 Q1	$236K	Sell	4,479 -216	-5%	-$13.2K	0.09%	31
2019 Q4	$270K	Hold	4,695	–	–	0.09%	32
2019 Q3	$229K	Hold	4,695	–	–	0.09%	32
2019 Q2	$244K	Hold	4,695	–	–	0.1%	30
2019 Q1	$243K	Buy	+4,695	New	+$232K	0.1%	29
2018 Q4	–	Sell	-10,118	Closed	-$583K	–	26
2018 Q3	$583K	Buy	10,118 +959	+10%	+$55.2K	0.24%	15
2018 Q2	$504K	Buy	+9,159	New	+$487K	0.24%	15

Other funds holding ARKW

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Silicon Valley Capital Partners's ARKW Position: Q2 2023 in Review

Silicon Valley Capital Partners sold out of ARK Next Generation Technology ETF (ARKW) in Q2 2023, closing a stake of 1 share — an estimated $54 sold.

Silicon Valley Capital Partners first reported a position in ARKW in Q2 2018 and held it in 12 quarters. The position peaked at $1.34M in Q1 2021. 209 funds tracked by Wall St. Rank hold ARKW as of Q2 2023.

Silicon Valley Capital Partners reported no remaining ARK Next Generation Technology ETF position as of Q2 2023 after selling out during the quarter.
Silicon Valley Capital Partners sold 1 ARK Next Generation Technology ETF share in Q2 2023, an estimated $54.
Silicon Valley Capital Partners first reported a position in ARK Next Generation Technology ETF in Q2 2018 and held it in 12 quarters.
Silicon Valley Capital Partners's ARK Next Generation Technology ETF position peaked at $1.34M in Q1 2021.
209 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2023.

Based on Silicon Valley Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.