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Unique Wealth Strategies’s ARK Next Generation Technology ETF ARKW Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-2
Closed -$167 – 240
2024
Q2 		$167 Buy
+2
New +$154 ﹤0.01% 653

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
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Unique Wealth Strategies's ARKW Position: Q3 2024 in Review

Unique Wealth Strategies sold out of ARK Next Generation Technology ETF (ARKW) in Q3 2024, closing a stake of 2 shares — an estimated $167 sold.

Unique Wealth Strategies first reported a position in ARKW in Q2 2024 and held it in 1 quarter. The position peaked at $167 in Q2 2024. 197 funds tracked by Wall St. Rank hold ARKW as of Q3 2024.

  • Unique Wealth Strategies reported no remaining ARK Next Generation Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 2 ARK Next Generation Technology ETF shares in Q3 2024, an estimated $167.
  • Unique Wealth Strategies first reported a position in ARK Next Generation Technology ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's ARK Next Generation Technology ETF position peaked at $167 in Q2 2024.
  • 197 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.