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Summit Financial’s ARK Web x.0 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
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
Bank of America
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
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 $187B AUM 21.7% 1-Year Est. Return
QC
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
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 Web x.0 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. 245 funds tracked by Wall St. Rank hold ARKW as of Q3 2025.

  • Summit Financial reported no remaining ARK Web x.0 ETF position as of Q3 2025 after selling out during the quarter.
  • Summit Financial sold 7,734 ARK Web x.0 ETF shares in Q3 2025, an estimated $1.14M.
  • Summit Financial first reported a position in ARK Web x.0 ETF in Q3 2023 and held it in 8 quarters.
  • Summit Financial's ARK Web x.0 ETF position peaked at $1.14M in Q2 2025.
  • 245 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q3 2025.

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