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Wealth Management Partners’s ARK Next Generation Technology ETF ARKW Stock Holding History

Wealth Management Partners’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 		$4.99M Buy
34,454
+311
+0.9% +$43.6K 1.17% 20
2026
Q1 		$4.12M Buy
34,143
+1,498
+5% +$199K 1.18% 18
2025
Q4 		$4.82M Buy
32,645
+8,844
+37% +$1.43M 1.38% 16
2025
Q3 		$4.16M Buy
23,801
+3,482
+17% +$552K 1.32% 16
2025
Q2 		$3.02M Sell
20,319
-14
-0.1% -$1.6K 1.07% 21
2025
Q1 		$1.92M Buy
20,333
+5,281
+35% +$582K 0.89% 28
2024
Q4 		$1.63M Buy
15,052
+5,164
+52% +$518K 0.7% 31
2024
Q3 		$842K Buy
+9,888
New +$782K 0.39% 55
2022
Q1 		– Sell
-8,000
Closed -$931K – 114
2021
Q4 		$931K Sell
8,000
-4,972
-38% -$703K 0.64% 38
2021
Q3 		$1.8M Buy
12,972
+215
+2% +$31.8K 1.33% 18
2021
Q2 		$1.97M Buy
12,757
+2,442
+24% +$350K 1.37% 20
2021
Q1 		$1.55M Buy
10,315
+8,741
+555% +$1.41M 1.16% 21
2020
Q4 		$257K Buy
+1,574
New +$202K 0.2% 101

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
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 $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

Wealth Management Partners's ARKW Position: Q2 2026 in Review

Wealth Management Partners increased its ARK Next Generation Technology ETF (ARKW) stake by 0.91% in Q2 2026, buying an estimated $43.6K and bringing the position to 34,454 shares worth $4.99M. The position accounts for 1.17% of the portfolio, ranked #20.

Wealth Management Partners first reported a position in ARKW in Q4 2020 and has held it in 13 quarters since. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Wealth Management Partners held 34,454 shares of ARK Next Generation Technology ETF worth $4.99M as of Q2 2026.
  • Wealth Management Partners bought 311 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $43.6K.
  • ARK Next Generation Technology ETF made up 1.17% of Wealth Management Partners's portfolio in Q2 2026, its #20 holding.
  • Wealth Management Partners first reported a position in ARK Next Generation Technology ETF in Q4 2020 and has held it in 13 quarters since.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.