Sowell Financial Services’s ARK Web x.0 ETF ARKW Stock Holding History

Sowell Financial Services’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 Q1	–	Sell	-10,886	Closed	-$1.31M	–	189
2021 Q4	$1.31M	Sell	10,886 -877	-7%	-$124K	0.08%	276
2021 Q3	$1.63M	Buy	+11,763	New	+$1.74M	0.11%	209
2021 Q2	–	Sell	-1,066	Closed	-$144K	–	656
2021 Q1	$144K	Sell	1,066 -832	-44%	-$134K	0.01%	1207
2020 Q4	$278K	Buy	1,898 +1,496	+372%	+$192K	0.01%	727
2020 Q3	$44K	Buy	402 +85	+27%	+$8.6K	﹤0.01%	1261
2020 Q2	$27K	Buy	317 +40	+14%	+$2.81K	﹤0.01%	1357
2020 Q1	$15K	Buy	+277	New	+$16.9K	﹤0.01%	1467

Other funds holding ARKW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return