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

Squar Milner 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
2019
Q3 		– Sell
-330
Closed -$17K – 248
2019
Q2 		$17K Hold
330
– – 0.01% 469
2019
Q1 		$17K Hold
330
– – 0.01% 443
2018
Q4 		$14K Hold
330
– – 0.01% 431
2018
Q3 		$19K Hold
330
– – 0.02% 416
2018
Q2 		$18K Buy
+330
New +$17.5K 0.02% 491

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Squar Milner Financial Services's ARKW Position: Q3 2019 in Review

Squar Milner Financial Services sold out of ARK Web x.0 ETF (ARKW) in Q3 2019, closing a stake of 330 shares — an estimated $17K sold.

Squar Milner Financial Services first reported a position in ARKW in Q2 2018 and held it in 5 quarters. The position peaked at $19K in Q3 2018. 75 funds tracked by Wall St. Rank hold ARKW as of Q3 2019.

  • Squar Milner Financial Services reported no remaining ARK Web x.0 ETF position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 330 ARK Web x.0 ETF shares in Q3 2019, an estimated $17K.
  • Squar Milner Financial Services first reported a position in ARK Web x.0 ETF in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's ARK Web x.0 ETF position peaked at $19K in Q3 2018.
  • 75 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.