ARKW — ARK ETF TR

Ownership history in EWG Elevate Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in ARK ETF TR (ARKW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.7% (2019 Q4)
Avg. % of fund
2.36%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 64,319 +59,509 +1237.2% 3.51% $11.2M $171.95
2025 Q1 ADDED 4,810 +1,712 +55.3% 0.17% $455K $93.23
2024 Q4 ADDED 3,098 +3,071 +11374.1% 0.10% $335K $106.34
2022 Q4 REDUCED 27 -71,274 -100.0% 0.00% $1K $37.96
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ARKW price (monthly, adj. close)

Other funds also holding ARKW

As of 2025 Q4 — sorted by position size

Anfield Capital Management, LLC 3Y 4.43% Financial Guidance Group, Inc. 3Y 1.46% Wealth Management Partners, LLC 3Y 1.38% FOUNDATIONS INVESTMENT ADVISORS, LLC 3Y 7Y 1.04% Mattson Financial Services, LLC 1.01% Osbon Capital Management LLC 0.84% Relyea Zuckerberg Hanson LLC 3Y 0.84% Phoenix Wealth Advisors 3Y 0.62% Purus Wealth Management, LLC 3Y 0.58% Mosley Wealth Management 0.54%
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