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Wetzel Investment Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-410
Closed -$34.2K – 171
2024
Q2 		$34.2K Hold
410
– – 0.02% 282
2024
Q1 		$30.5K Sell
410
-90
-18% -$6.82K 0.02% 312
2023
Q4 		$38K Buy
+500
New +$31.1K 0.02% 277

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Wetzel Investment Advisors's ARKW Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of ARK Next Generation Technology ETF (ARKW) in Q3 2024, closing a stake of 410 shares — an estimated $34.2K sold.

Wetzel Investment Advisors first reported a position in ARKW in Q4 2023 and held it in 3 quarters. The position peaked at $38K in Q4 2023. 197 funds tracked by Wall St. Rank hold ARKW as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining ARK Next Generation Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 410 ARK Next Generation Technology ETF shares in Q3 2024, an estimated $34.2K.
  • Wetzel Investment Advisors first reported a position in ARK Next Generation Technology ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's ARK Next Generation Technology ETF position peaked at $38K in Q4 2023.
  • 197 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.