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Vision Retirement’s ARK Web x.0 ETF ARKW Stock Holding History

Vision Retirement’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
Q2 		$24K Hold
166
– – 0.01% 320
2026
Q1 		$20K Hold
166
– – 0.01% 325
2025
Q4 		$24.5K Buy
+166
New +$26.9K 0.01% 304

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vision Retirement's ARKW Position: Q2 2026 in Review

Vision Retirement held its ARK Web x.0 ETF (ARKW) position steady in Q2 2026 at 166 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #320.

Vision Retirement first reported a position in ARKW in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.5K in Q4 2025. 216 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Vision Retirement held 166 shares of ARK Web x.0 ETF worth $24K as of Q2 2026.
  • Vision Retirement left its ARK Web x.0 ETF share count unchanged in Q2 2026.
  • ARK Web x.0 ETF made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #320 holding.
  • Vision Retirement first reported a position in ARK Web x.0 ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's ARK Web x.0 ETF position peaked at $24.5K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.