Financial Management Professionals, Inc. ARKW ARK ETF TR

Ownership history in Financial Management Professionals, Inc.  ·  25 quarters on record

AI Ownership Summary

Financial Management Professionals, Inc. reported ARK ETF TR (ARKW) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2025 Q3. The latest visible filing shows ARKW at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ARKW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Management Professionals, Inc.'s position in ARK ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ARKW was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Management Professionals, Inc. held ARKW — position size vs. price
% of Fund (quarterly)    ARKW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 430 -11,218 -96.3% 0.01% $52K 2026-04-15 $135.93
2025 Q4 REDUCED 11,648 -21 -0.2% 0.18% $1.7M 2026-01-27 $145.61
2025 Q3 ADDED 11,669 +11,243 +2639.2% 0.21% $2.0M 2025-10-15 $171.73
2025 Q2 UNCHANGED 426 0% 0.01% $63K 2025-07-15 $149.64
2025 Q1 UNCHANGED 426 0% 0.01% $40K 2025-04-10 $89.17
2024 Q4 UNCHANGED 426 0% 0.01% $46K 2025-01-15 $111.76
2024 Q3 UNCHANGED 426 0% 0.00% $36K 2024-10-24 $86.94
2024 Q2 UNCHANGED 426 0% 0.00% $33K 2024-07-12 $79.72
2024 Q1 REDUCED 31.9% -4.9% 426 -200 -31.9% 0.01% $35K 2024-04-16 $74.10
2023 Q4 UNCHANGED 626 0% 0.01% $48K 2024-01-12 $69.10
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Financial Management Professionals, Inc. and ARKW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Management Professionals, Inc. reported owning ARKW?

Financial Management Professionals, Inc. reported ARKW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ARKW position in Financial Management Professionals, Inc.'s portfolio?

The largest reported portfolio weight for ARKW was 0.21% in 2025 Q3.

What is the latest reported ARKW position on this page?

The most recent filing on this page is 2026 Q1, when Financial Management Professionals, Inc. reported 430 shares, equal to 0.01% of portfolio, with an estimated market value of $52K.

What does the chart on this ARKW ownership page compare?

The chart compares Financial Management Professionals, Inc.'s quarterly ARKW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Management Professionals, Inc. time their ARKW position?

Based on 13F filing dates vs. subsequent ARKW price moves, Financial Management Professionals, Inc. correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on ARKW relative to SPY over the holding period was +9.0%.

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