Waverly Advisors
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Waverly Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

Waverly 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
2026
Q2 		– Sell
-6
Closed -$724 – 1754
2026
Q1 		$724 Buy
+6
New +$796 ﹤0.01% 1619

Other funds holding ARKW

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Waverly Advisors's ARKW Position: Q2 2026 in Review

Waverly Advisors sold out of ARK Next Generation Technology ETF (ARKW) in Q2 2026, closing a stake of 6 shares — an estimated $724 sold.

Waverly Advisors first reported a position in ARKW in Q1 2026 and held it in 1 quarter. The position peaked at $724 in Q1 2026. 229 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Waverly Advisors reported no remaining ARK Next Generation Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 6 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $724.
  • Waverly Advisors first reported a position in ARK Next Generation Technology ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's ARK Next Generation Technology ETF position peaked at $724 in Q1 2026.
  • 229 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.