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

Sunbelt Securities’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
2026 Q1	$7.48K	Hold	62	–	–	﹤0.01%	1568
2025 Q4	$9.16K	Hold	62	–	–	﹤0.01%	1467
2025 Q3	$10.8K	Hold	62	–	–	﹤0.01%	1426
2025 Q2	$6.7K	Hold	62	–	–	﹤0.01%	1390
2025 Q1	$5.87K	Hold	62	–	–	﹤0.01%	1390
2024 Q4	$6.8K	Hold	62	–	–	﹤0.01%	1385
2024 Q3	$5.28K	Hold	62	–	–	﹤0.01%	1426
2024 Q2	$4.84K	Sell	62 -109	-64%	-$8.41K	﹤0.01%	1407
2024 Q1	$14.2K	Hold	171	–	–	﹤0.01%	1159
2023 Q4	$13K	Hold	171	–	–	﹤0.01%	1120
2023 Q3	$9.26K	Hold	171	–	–	﹤0.01%	1173
2023 Q2	$10K	Hold	171	–	–	﹤0.01%	1175
2023 Q1	$8.79K	Buy	+171	New	+$8.33K	﹤0.01%	1165

Other funds holding ARKW

FIA

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

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

KAS

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

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sunbelt Securities's ARKW Position: Q1 2026 in Review

Sunbelt Securities held its ARK Next Generation Technology ETF (ARKW) position steady in Q1 2026 at 62 shares worth $7.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Sunbelt Securities first reported a position in ARKW in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.2K in Q1 2024. 225 funds tracked by Wall St. Rank hold ARKW as of Q1 2026.

Sunbelt Securities held 62 shares of ARK Next Generation Technology ETF worth $7.48K as of Q1 2026.
Sunbelt Securities left its ARK Next Generation Technology ETF share count unchanged in Q1 2026.
ARK Next Generation Technology ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1568 holding.
Sunbelt Securities first reported a position in ARK Next Generation Technology ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's ARK Next Generation Technology ETF position peaked at $14.2K in Q1 2024.
225 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.