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V Wealth Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

V Wealth Advisors’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
Q3 		– Sell
-4,399
Closed -$258K – 129
2023
Q2 		$258K Buy
+4,399
New +$229K 0.04% 313

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

V Wealth Advisors's ARKW Position: Q3 2023 in Review

V Wealth Advisors sold out of ARK Web x.0 ETF (ARKW) in Q3 2023, closing a stake of 4,399 shares — an estimated $258K sold.

V Wealth Advisors first reported a position in ARKW in Q2 2023 and held it in 1 quarter. The position peaked at $258K in Q2 2023. 216 funds tracked by Wall St. Rank hold ARKW as of Q3 2023.

  • V Wealth Advisors reported no remaining ARK Web x.0 ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 4,399 ARK Web x.0 ETF shares in Q3 2023, an estimated $258K.
  • V Wealth Advisors first reported a position in ARK Web x.0 ETF in Q2 2023 and held it in 1 quarter.
  • V Wealth Advisors's ARK Web x.0 ETF position peaked at $258K in Q2 2023.
  • 216 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.