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

Accel 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
2023 Q2	–	Sell	-350	Closed	-$14.1K	–	212
2023 Q1	$14.1K	Hold	350	–	–	0.01%	798
2022 Q4	$10.9K	Hold	350	–	–	0.01%	686
2022 Q3	$14K	Hold	350	–	–	0.01%	651
2022 Q2	$15K	Sell	350 -20	-5%	-$952	0.01%	606
2022 Q1	$25K	Hold	370	–	–	0.01%	505
2021 Q4	$35K	Hold	370	–	–	0.02%	446
2021 Q3	$41K	Buy	370 +34	+10%	+$4.09K	0.03%	349
2021 Q2	$44K	Buy	336 +20	+6%	+$2.33K	0.03%	362
2021 Q1	$38K	Sell	316 -605	-66%	-$81.9K	0.03%	367
2020 Q4	$115K	Buy	+921	New	+$99.8K	0.11%	186

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Accel Wealth Management's ARKK Position: Q2 2023 in Review

Accel Wealth Management sold out of ARK Innovation ETF (ARKK) in Q2 2023, closing a stake of 350 shares — an estimated $14.1K sold.

Accel Wealth Management first reported a position in ARKK in Q4 2020 and held it in 10 quarters. The position peaked at $115K in Q4 2020. 597 funds tracked by Wall St. Rank hold ARKK as of Q2 2023.

Accel Wealth Management reported no remaining ARK Innovation ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 350 ARK Innovation ETF shares in Q2 2023, an estimated $14.1K.
Accel Wealth Management first reported a position in ARK Innovation ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's ARK Innovation ETF position peaked at $115K in Q4 2020.
597 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.