SWM
ARKW icon

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

Sugarloaf 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
2024
Q4 		$7.13K Buy
66
+10
+18% +$1K ﹤0.01% 537
2024
Q3 		$4.77K Hold
56
– – ﹤0.01% 573
2024
Q2 		$4.37K Buy
+56
New +$4.32K ﹤0.01% 542
2021
Q2 		– Sell
-604
Closed -$3 – 752
2021
Q1 		$3 Buy
+604
New +$97.4K ﹤0.01% 627

Other funds holding ARKW

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 $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sugarloaf Wealth Management's ARKW Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its ARK Web x.0 ETF (ARKW) stake by 18% in Q4 2024, buying an estimated $1K and bringing the position to 66 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Sugarloaf Wealth Management first reported a position in ARKW in Q1 2021 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold ARKW as of Q4 2024.

  • Sugarloaf Wealth Management held 66 shares of ARK Web x.0 ETF worth $7.13K as of Q4 2024.
  • Sugarloaf Wealth Management bought 10 ARK Web x.0 ETF shares in Q4 2024, an estimated $1K.
  • ARK Web x.0 ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #537 holding.
  • Sugarloaf Wealth Management first reported a position in ARK Web x.0 ETF in Q1 2021 and has held it in 4 quarters since.
  • 213 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.