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Wealthspire Advisors (Maryland)’s ARK Web x.0 ETF ARKW Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,634
Closed -$136K – 556
2019
Q1 		$136K Hold
2,634
– – 0.01% 544
2018
Q4 		$112K Buy
2,634
+304
+13% +$15.7K 0.01% 570
2018
Q3 		$134K Hold
2,330
– – 0.01% 575
2018
Q2 		$129K Hold
2,330
– – 0.01% 602
2018
Q1 		$116K Hold
2,330
– – 0.01% 654
2017
Q4 		$107K Buy
+2,330
New +$103K 0.01% 686

Other funds holding ARKW

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ARKW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ARK Web x.0 ETF (ARKW) in Q2 2019, closing a stake of 2,634 shares — an estimated $136K sold.

Wealthspire Advisors (Maryland) first reported a position in ARKW in Q4 2017 and held it in 6 quarters. The position peaked at $136K in Q1 2019. 81 funds tracked by Wall St. Rank hold ARKW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ARK Web x.0 ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,634 ARK Web x.0 ETF shares in Q2 2019, an estimated $136K.
  • Wealthspire Advisors (Maryland) first reported a position in ARK Web x.0 ETF in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s ARK Web x.0 ETF position peaked at $136K in Q1 2019.
  • 81 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.