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

Summit Securities Group’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
2023
Q2 		– Sell
-40
Closed -$2K – 872
2023
Q1 		$2K Buy
40
+39
+3,900% +$1.9K ﹤0.01% 733
2022
Q4 		$0 Buy
+1
New +$44 ﹤0.01% 1148

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Summit Securities Group's ARKW Position: Q2 2023 in Review

Summit Securities Group sold out of ARK Next Generation Technology ETF (ARKW) in Q2 2023, closing a stake of 40 shares — an estimated $2K sold.

Summit Securities Group first reported a position in ARKW in Q4 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2023. 209 funds tracked by Wall St. Rank hold ARKW as of Q2 2023.

  • Summit Securities Group reported no remaining ARK Next Generation Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Securities Group sold 40 ARK Next Generation Technology ETF shares in Q2 2023, an estimated $2K.
  • Summit Securities Group first reported a position in ARK Next Generation Technology ETF in Q4 2022 and held it in 2 quarters.
  • Summit Securities Group's ARK Next Generation Technology ETF position peaked at $2K in Q1 2023.
  • 209 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.