Wealthspire Advisors (New York)’s ARK Next Generation Technology ETF ARKW Stock Holding History

Wealthspire Advisors (New York)’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	$249K	Hold	1,720	–	–	﹤0.01%	1071
2026 Q1	$207K	Hold	1,720	–	–	﹤0.01%	853
2025 Q4	$254K	Buy	1,720 +6	+0.4%	+$973	﹤0.01%	874
2025 Q3	$299K	Sell	1,714 -376	-18%	-$59.6K	﹤0.01%	668
2025 Q2	$308K	Buy	+2,090	New	+$239K	﹤0.01%	658
2025 Q1	–	Sell	-2,090	Closed	-$226K	–	794
2024 Q4	$226K	Buy	+2,090	New	+$210K	﹤0.01%	717

Other funds holding ARKW

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s ARKW Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its ARK Next Generation Technology ETF (ARKW) position steady in Q2 2026 at 1,720 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Wealthspire Advisors (New York) first reported a position in ARKW in Q4 2024 and has held it in 6 quarters since. The position peaked at $308K in Q2 2025. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

Wealthspire Advisors (New York) held 1,720 shares of ARK Next Generation Technology ETF worth $249K as of Q2 2026.
Wealthspire Advisors (New York) left its ARK Next Generation Technology ETF share count unchanged in Q2 2026.
ARK Next Generation Technology ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1071 holding.
Wealthspire Advisors (New York) first reported a position in ARK Next Generation Technology ETF in Q4 2024 and has held it in 6 quarters since.
Wealthspire Advisors (New York)'s ARK Next Generation Technology ETF position peaked at $308K in Q2 2025.
227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.