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ARKW icon

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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 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
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return