Abound Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Abound 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
2026 Q2	$30.6K	Sell	379 -465	-55%	-$35.6K	0.01%	309
2026 Q1	$57K	Hold	844	–	–	0.01%	222
2025 Q4	$64.9K	Buy	844 +465	+123%	+$38.5K	0.02%	192
2025 Q3	$32.7K	Hold	379	–	–	0.01%	280
2025 Q2	$26.6K	Hold	379	–	–	0.01%	283
2025 Q1	$18K	Hold	379	–	–	0.01%	313
2024 Q4	$21.5K	Hold	379	–	–	0.01%	272
2024 Q3	$18K	Hold	379	–	–	0.01%	315
2024 Q2	$16.7K	Hold	379	–	–	0.01%	286
2024 Q1	$19K	Sell	379 -15	-4%	-$732	0.01%	264
2023 Q4	$20.6K	Buy	394 +15	+4%	+$649	0.01%	250
2023 Q3	$15K	Hold	379	–	–	0.01%	262
2023 Q2	$16.7K	Hold	379	–	–	0.01%	245
2023 Q1	$15.3K	Hold	379	–	–	0.01%	241
2022 Q4	$11.8K	Sell	379 -133	-26%	-$4.75K	0.01%	244
2022 Q3	$19.3K	Buy	+512	New	+$22.8K	0.01%	194

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Abound Wealth Management's ARKK Position: Q2 2026 in Review

Abound Wealth Management reduced its ARK Innovation ETF (ARKK) stake by 55% in Q2 2026, selling an estimated $35.6K and leaving 379 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #309.

Abound Wealth Management first reported a position in ARKK in Q3 2022 and has held it in 16 quarters since. The position peaked at $64.9K in Q4 2025. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Abound Wealth Management held 379 shares of ARK Innovation ETF worth $30.6K as of Q2 2026.
Abound Wealth Management sold 465 ARK Innovation ETF shares in Q2 2026, an estimated $35.6K.
ARK Innovation ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #309 holding.
Abound Wealth Management first reported a position in ARK Innovation ETF in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's ARK Innovation ETF position peaked at $64.9K in Q4 2025.
633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.