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Sovereign Financial Group’s ARK Web x.0 ETF ARKW Stock Holding History

Sovereign Financial Group’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
Q2 		– Sell
-2,626
Closed -$229K – 211
2022
Q1 		$229K Buy
2,626
+277
+12% +$25.1K 0.08% 196
2021
Q4 		$279K Sell
2,349
-71
-3% -$10K 0.11% 167
2021
Q3 		$336K Buy
2,420
+671
+38% +$99.1K 0.19% 114
2021
Q2 		$258K Hold
1,749
– – 0.16% 126
2021
Q1 		$258K Buy
1,749
+328
+23% +$52.9K 0.16% 125
2020
Q4 		$208K Buy
+1,421
New +$182K 0.15% 126

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sovereign Financial Group's ARKW Position: Q2 2022 in Review

Sovereign Financial Group sold out of ARK Web x.0 ETF (ARKW) in Q2 2022, closing a stake of 2,626 shares — an estimated $229K sold.

Sovereign Financial Group first reported a position in ARKW in Q4 2020 and held it in 6 quarters. The position peaked at $336K in Q3 2021. 241 funds tracked by Wall St. Rank hold ARKW as of Q2 2022.

  • Sovereign Financial Group reported no remaining ARK Web x.0 ETF position as of Q2 2022 after selling out during the quarter.
  • Sovereign Financial Group sold 2,626 ARK Web x.0 ETF shares in Q2 2022, an estimated $229K.
  • Sovereign Financial Group first reported a position in ARK Web x.0 ETF in Q4 2020 and held it in 6 quarters.
  • Sovereign Financial Group's ARK Web x.0 ETF position peaked at $336K in Q3 2021.
  • 241 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2022.

Based on Sovereign Financial Group's 13F filing for Q2 2022, filed 15 Aug 2022.