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

Accredited 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 		$10.4K Buy
1,568
+1,448
+1,207% +$111K 0.01% 261
2025
Q2 		$8.44K Hold
120
– – 0.01% 278
2025
Q1 		$5.71K Hold
120
– – ﹤0.01% 290
2024
Q4 		$6.81K Buy
+120
New +$6.43K 0.01% 274

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 $235B AUM 32.99% 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

Accredited Wealth Management's ARKK Position: Q3 2025 in Review

Accredited Wealth Management increased its ARK Innovation ETF (ARKK) stake by 1,207% in Q3 2025, buying an estimated $111K and bringing the position to 1,568 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #261.

Accredited Wealth Management first reported a position in ARKK in Q4 2024 and has held it in 4 quarters since. 621 funds tracked by Wall St. Rank hold ARKK as of Q3 2025.

  • Accredited Wealth Management held 1,568 shares of ARK Innovation ETF worth $10.4K as of Q3 2025.
  • Accredited Wealth Management bought 1,448 ARK Innovation ETF shares in Q3 2025, an estimated $111K.
  • ARK Innovation ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #261 holding.
  • Accredited Wealth Management first reported a position in ARK Innovation ETF in Q4 2024 and has held it in 4 quarters since.
  • 621 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.