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Toth Financial Advisory’s ARK Web x.0 ETF ARKW Stock Holding History

Toth Financial Advisory’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
2024
Q1 		– Sell
-219
Closed -$16.6K – 722
2023
Q4 		$16.6K Hold
219
– – ﹤0.01% 414
2023
Q3 		$11.9K Hold
219
– – ﹤0.01% 422
2023
Q2 		$12.8K Sell
219
-31
-12% -$1.61K ﹤0.01% 439
2023
Q1 		$13.4K Hold
250
– – ﹤0.01% 425
2022
Q4 		$9.64K Hold
250
– – ﹤0.01% 445
2022
Q3 		$11K Hold
250
– – ﹤0.01% 435
2022
Q2 		$12K Hold
250
– – ﹤0.01% 410
2022
Q1 		$22K Sell
250
-96
-28% -$8.68K ﹤0.01% 376
2021
Q4 		$41K Buy
346
+96
+38% +$13.6K 0.01% 313
2021
Q3 		$35K Hold
250
– – 0.01% 335
2021
Q2 		$39K Hold
250
– – 0.01% 302
2021
Q1 		$37K Hold
250
– – 0.01% 311
2020
Q4 		$37K Buy
250
+100
+67% +$12.8K 0.01% 274
2020
Q3 		$16K Buy
+150
New +$15.2K ﹤0.01% 336

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return