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Ark Etf Tr web x.o etf shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Ark Etf Tr web x.o etf (ARKW) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Ark Etf Tr web x.o etf

Tip: Access up to 7 years of quarterly data

All positions including Ark Etf Tr web x.o etf held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ark Etf Tr web x.o etf by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 13k 174.61
2025-06-30 $1.9M 13k 147.62
2025-03-31 $1.3M 13k 94.67
2024-12-31 $1.4M 13k 107.98

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

Top funds holding Ark Etf Tr web x.o etf

Morgan Stanley
LPL Financial
Foundations Investment Advisors
Gradient Investments
Northwestern Mutual Wealth Management Company
Kestra Advisory Services
CWM
UBS Group
Serenus Wealth Advisors
Susquehanna International
Advisor Group Holdings
Raymond James Financial
Commonwealth Equity Services
Citadel Advisors
Janney Montgomery Scott

View all funds holding Ark Etf Tr web x.o etf