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Westside Investment Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Westside Investment Management’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 		$141K Hold
975
– – 0.02% 362
2026
Q1 		$118K Hold
975
– – 0.02% 374
2025
Q4 		$144K Hold
975
– – 0.02% 327
2025
Q3 		$170K Hold
975
– – 0.03% 309
2025
Q2 		$144K Buy
975
+435
+81% +$49.7K 0.03% 291
2025
Q1 		$51.1K Hold
540
– – 0.01% 402
2024
Q4 		$58.3K Hold
540
– – 0.01% 381
2024
Q3 		$46K Hold
540
– – 0.01% 414
2024
Q2 		$42.1K Sell
540
-30
-5% -$2.31K 0.01% 410
2024
Q1 		$47.5K Sell
570
-25
-4% -$1.9K 0.01% 387
2023
Q4 		$45.2K Hold
595
– – 0.01% 376
2023
Q3 		$32.2K Sell
595
-133
-18% -$7.88K 0.01% 410
2023
Q2 		$42.7K Sell
728
-233
-24% -$12.1K 0.01% 376
2023
Q1 		$51.5K Sell
961
-148
-13% -$7.21K 0.02% 352
2022
Q4 		$42 Hold
1,109
– – ﹤0.01% 430
2022
Q3 		$50 Hold
1,109
– – ﹤0.01% 411
2022
Q2 		$54 Sell
1,109
-180
-14% -$11.2K ﹤0.01% 403
2022
Q1 		$112 Hold
1,289
– – ﹤0.01% 355
2021
Q4 		$152 Buy
1,289
+4
+0.3% +$566 ﹤0.01% 322
2021
Q3 		$178 Hold
1,285
– – ﹤0.01% 311
2021
Q2 		$198 Sell
1,285
-7
-0.5% -$1K ﹤0.01% 299
2021
Q1 		$190 Buy
1,292
+568
+78% +$91.6K ﹤0.01% 293
2020
Q4 		$106 Buy
724
+2
+0.3% +$256 ﹤0.01% 288
2020
Q3 		$78 Buy
722
+100
+16% +$10.1K ﹤0.01% 317
2020
Q2 		$52 Sell
622
-140
-18% -$9.84K ﹤0.01% 323
2020
Q1 		$40 Buy
+762
New +$46.4K ﹤0.01% 343
2019
Q2 		$40K Buy
+782
New +$40.3K 0.01% 326
2018
Q4 		$13.9K Buy
327
+32
+11% +$1.65K 0.01% 415
2018
Q3 		$17.1K Buy
+295
New +$17K 0.01% 390
2018
Q2 		– Sell
-295
Closed -$14.3K – 821
2018
Q1 		$14.3K Hold
295
– – 0.01% 457
2017
Q4 		$14.4K Sell
295
-100
-25% -$4.41K 0.01% 484
2017
Q3 		$16.4K Buy
+395
New +$15.2K 0.01% 433

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

Westside Investment Management's ARKW Position: Q2 2026 in Review

Westside Investment Management held its ARK Next Generation Technology ETF (ARKW) position steady in Q2 2026 at 975 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #362.

Westside Investment Management first reported a position in ARKW in Q3 2017 and has held it in 32 quarters since. The position peaked at $170K in Q3 2025. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Westside Investment Management held 975 shares of ARK Next Generation Technology ETF worth $141K as of Q2 2026.
  • Westside Investment Management left its ARK Next Generation Technology ETF share count unchanged in Q2 2026.
  • ARK Next Generation Technology ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #362 holding.
  • Westside Investment Management first reported a position in ARK Next Generation Technology ETF in Q3 2017 and has held it in 32 quarters since.
  • Westside Investment Management's ARK Next Generation Technology ETF position peaked at $170K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.