Wealth Enhancement Advisory Services
ARKW icon

Wealth Enhancement Advisory Services’s ARK Next Generation Technology ETF ARKW Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$849K Buy
5,177
+835
+19% +$126K ﹤0.01% 2319
2026
Q2 		$644K Sell
4,342
-6,701
-61% -$938K ﹤0.01% 2452
2026
Q1 		$1.34M Sell
11,043
-2,005
-15% -$266K ﹤0.01% 1622
2025
Q4 		$1.99M Buy
13,048
+1,892
+17% +$307K ﹤0.01% 1521
2025
Q3 		$1.98M Buy
11,156
+8,579
+333% +$1.36M ﹤0.01% 1442
2025
Q2 		$382K Sell
2,577
-515
-17% -$58.8K ﹤0.01% 2434
2025
Q1 		$293K Sell
3,092
-1,085
-26% -$120K ﹤0.01% 2464
2024
Q4 		$451K Buy
4,177
+1,558
+59% +$156K ﹤0.01% 2062
2024
Q3 		$223K Sell
2,619
-1,049
-29% -$83K ﹤0.01% 2384
2024
Q2 		$286K Buy
3,668
+309
+9% +$23.8K ﹤0.01% 2012
2024
Q1 		$280K Sell
3,359
-330
-9% -$25K ﹤0.01% 1967
2023
Q4 		$280K Sell
3,689
-979
-21% -$61K ﹤0.01% 1861
2023
Q3 		$253K Buy
+4,668
New +$277K ﹤0.01% 1845

Other funds holding ARKW

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's ARKW Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its ARK Next Generation Technology ETF (ARKW) stake by 19% in Q3 2026, buying an estimated $126K and bringing the position to 5,177 shares worth $849K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

Wealth Enhancement Advisory Services first reported a position in ARKW in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.99M in Q4 2025. 9 funds tracked by Wall St. Rank hold ARKW as of Q3 2026.

  • Wealth Enhancement Advisory Services held 5,177 shares of ARK Next Generation Technology ETF worth $849K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 835 ARK Next Generation Technology ETF shares in Q3 2026, an estimated $126K.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2319 holding.
  • Wealth Enhancement Advisory Services first reported a position in ARK Next Generation Technology ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's ARK Next Generation Technology ETF position peaked at $1.99M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.