Summit Financial’s ARK Next Generation Technology ETF ARKW Stock Holding History

Summit Financial’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
2025 Q3	–	Sell	-7,734	Closed	-$1.14M	–	1240
2025 Q2	$1.14M	Buy	7,734 +1,042	+16%	+$119K	0.03%	392
2025 Q1	$634K	Buy	6,692 +407	+6%	+$44.9K	0.02%	458
2024 Q4	$679K	Buy	6,285 +1,221	+24%	+$123K	0.02%	388
2024 Q3	$431K	Buy	5,064 +149	+3%	+$11.8K	0.02%	397
2024 Q2	$384K	Buy	4,915 +667	+16%	+$51.4K	0.02%	371
2024 Q1	$354K	Buy	4,248 +396	+10%	+$30K	0.02%	304
2023 Q4	$292K	Sell	3,852 -54	-1%	-$3.36K	0.02%	298
2023 Q3	$212K	Buy	+3,906	New	+$232K	0.02%	315

Other funds holding ARKW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's ARKW Position: Q3 2025 in Review

Summit Financial sold out of ARK Next Generation Technology ETF (ARKW) in Q3 2025, closing a stake of 7,734 shares — an estimated $1.14M sold.

Summit Financial first reported a position in ARKW in Q3 2023 and held it in 8 quarters. The position peaked at $1.14M in Q2 2025. 247 funds tracked by Wall St. Rank hold ARKW as of Q3 2025.

Summit Financial reported no remaining ARK Next Generation Technology ETF position as of Q3 2025 after selling out during the quarter.
Summit Financial sold 7,734 ARK Next Generation Technology ETF shares in Q3 2025, an estimated $1.14M.
Summit Financial first reported a position in ARK Next Generation Technology ETF in Q3 2023 and held it in 8 quarters.
Summit Financial's ARK Next Generation Technology ETF position peaked at $1.14M in Q2 2025.
247 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.