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Abich Financial Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Abich Financial Wealth Management’s Portfolio ARKK Stock Details ARKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$518 Buy
+6
New +$459 ﹤0.01% 625
2024
Q1 		– Sell
-171
Closed -$8.96K – 554
2023
Q4 		$8.96K Buy
+171
New +$7.4K 0.01% 216

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Abich Financial Wealth Management's ARKK Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in ARK Innovation ETF (ARKK) in Q3 2025: 6 shares worth $518. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in ARKK as recently as Q4 2023.

Abich Financial Wealth Management first reported a position in ARKK in Q4 2023 and has held it in 2 quarters since. The position peaked at $8.96K in Q4 2023. 621 funds tracked by Wall St. Rank hold ARKK as of Q3 2025.

  • Abich Financial Wealth Management held 6 shares of ARK Innovation ETF worth $518 as of Q3 2025.
  • ARK Innovation ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • ARK Innovation ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #625 holding.
  • Abich Financial Wealth Management first reported a position in ARK Innovation ETF in Q4 2023 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's ARK Innovation ETF position peaked at $8.96K in Q4 2023.
  • 621 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.