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White Knight Strategic Wealth Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

White Knight Strategic Wealth 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
2026
Q2 		$350K Buy
2,415
+550
+29% +$77K 0.25% 68
2026
Q1 		$225K Sell
1,865
-932
-33% -$124K 0.19% 76
2025
Q4 		$413K Buy
2,797
+557
+25% +$90.3K 0.3% 58
2025
Q3 		$391K Sell
2,240
-1,250
-36% -$198K 0.31% 56
2025
Q2 		$515K Sell
3,490
-901
-21% -$103K 0.44% 47
2025
Q1 		$416K Sell
4,391
-8,037
-65% -$886K 0.38% 52
2024
Q4 		$1.34M Buy
12,428
+5,211
+72% +$523K 0.56% 35
2024
Q3 		$614K Sell
7,217
-775
-10% -$61.3K 0.56% 43
2024
Q2 		$624K Sell
7,992
-730
-8% -$56.3K 0.62% 37
2024
Q1 		$727K Sell
8,722
-1,157
-12% -$87.7K 0.75% 33
2023
Q4 		$750K Sell
9,879
-2,364
-19% -$147K 0.86% 28
2023
Q3 		$663K Sell
12,243
-2,202
-15% -$131K 0.88% 28
2023
Q2 		$847K Sell
14,445
-1,996
-12% -$104K 0.99% 23
2023
Q1 		$881K Sell
16,441
-1,254
-7% -$61.1K 1.11% 23
2022
Q4 		$682K Sell
17,695
-1,885
-10% -$82.4K 0.94% 28
2022
Q3 		$894K Buy
19,580
+93
+0.5% +$5.03K 1.28% 25
2022
Q2 		$955K Sell
19,487
-354
-2% -$21.9K 1.32% 23
2022
Q1 		$1.73M Sell
19,841
-1,364
-6% -$123K 1.87% 14
2021
Q4 		$2.51M Buy
+21,205
New +$3M 2.63% 10

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

White Knight Strategic Wealth Advisors's ARKW Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its ARK Next Generation Technology ETF (ARKW) stake by 29% in Q2 2026, buying an estimated $77K and bringing the position to 2,415 shares worth $350K. The position accounts for 0.25% of the portfolio, ranked #68.

White Knight Strategic Wealth Advisors first reported a position in ARKW in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.51M in Q4 2021. 227 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 2,415 shares of ARK Next Generation Technology ETF worth $350K as of Q2 2026.
  • White Knight Strategic Wealth Advisors bought 550 ARK Next Generation Technology ETF shares in Q2 2026, an estimated $77K.
  • ARK Next Generation Technology ETF made up 0.25% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • White Knight Strategic Wealth Advisors first reported a position in ARK Next Generation Technology ETF in Q4 2021 and has held it in 19 quarters since.
  • White Knight Strategic Wealth Advisors's ARK Next Generation Technology ETF position peaked at $2.51M in Q4 2021.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.