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BOLTON SECURITIES CORPORATION’s ARK Next Generation Technology ETF ARKW Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$10K Buy
+83
New +$11K ﹤0.01% 1619
2025
Q3 		$34.9K Buy
+200
New +$31.7K ﹤0.01% 1244
2025
Q1 		$54.9K Buy
+580
New +$64K ﹤0.01% 1020

Other funds holding ARKW

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B 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 $468B AUM 17.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Anfield Capital Management
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ARKW Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in ARK Next Generation Technology ETF (ARKW) in Q1 2026: 83 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1619 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in ARKW as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in ARKW in Q1 2025 and has held it in 3 quarters since. The position peaked at $54.9K in Q1 2025. 227 funds tracked by Wall St. Rank hold ARKW as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 83 shares of ARK Next Generation Technology ETF worth $10K as of Q1 2026.
  • ARK Next Generation Technology ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • ARK Next Generation Technology ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1619 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in ARK Next Generation Technology ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's ARK Next Generation Technology ETF position peaked at $54.9K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.