Acorn Financial Advisory Services’s ARK Innovation ETF ARKK Stock Holding History

Acorn Financial Advisory Services’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	$463K	Buy	5,731 +21	+0.4%	+$1.61K	0.06%	140
2026 Q1	$386K	Buy	5,710 +27	+0.5%	+$2K	0.05%	145
2025 Q4	$437K	Sell	5,683 -43	-0.8%	-$3.56K	0.06%	129
2025 Q3	$494K	Sell	5,726 -29	-0.5%	-$2.22K	0.08%	119
2025 Q2	$405K	Sell	5,755 -63	-1%	-$3.47K	0.07%	125
2025 Q1	$277K	Sell	5,818 -1,520	-21%	-$87.1K	0.05%	154
2024 Q4	$417K	Sell	7,338 -77	-1%	-$4.13K	0.07%	131
2024 Q3	$352K	Sell	7,415 -205	-3%	-$9.21K	0.06%	143
2024 Q2	$335K	Sell	7,620 -1,250	-14%	-$55.8K	0.06%	143
2024 Q1	$444K	Sell	8,870 -803	-8%	-$39.2K	0.08%	119
2023 Q4	$506K	Sell	9,673 -387	-4%	-$16.8K	0.09%	139
2023 Q3	$399K	Sell	10,060 -237	-2%	-$10.4K	0.07%	158
2023 Q2	$454K	Buy	10,297 +431	+4%	+$17.1K	0.08%	147
2023 Q1	$398K	Buy	9,866 +345	+4%	+$13.2K	0.08%	148
2022 Q4	$297K	Sell	9,521 -121	-1%	-$4.33K	0.06%	169
2022 Q3	$364K	Buy	9,642 +453	+5%	+$20.2K	0.09%	150
2022 Q2	$367K	Buy	9,189 +741	+9%	+$35.3K	0.09%	144
2022 Q1	$561K	Buy	8,448 +20	+0.2%	+$1.41K	0.11%	123
2021 Q4	$795K	Buy	8,428 +458	+6%	+$50K	0.16%	93
2021 Q3	$881K	Sell	7,970 -171	-2%	-$20.6K	0.27%	85
2021 Q2	$1.07M	Sell	8,141 -676	-8%	-$78.8K	0.31%	87
2021 Q1	$1.06M	Buy	8,817 +2,055	+30%	+$278K	0.39%	72
2020 Q4	$842K	Buy	+6,762	New	+$733K	0.33%	86

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

Acorn Financial Advisory Services's ARKK Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its ARK Innovation ETF (ARKK) stake by 0.37% in Q2 2026, buying an estimated $1.61K and bringing the position to 5,731 shares worth $463K. The position accounts for 0.06% of the portfolio, ranked #140.

Acorn Financial Advisory Services first reported a position in ARKK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q2 2021. 639 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Acorn Financial Advisory Services held 5,731 shares of ARK Innovation ETF worth $463K as of Q2 2026.
Acorn Financial Advisory Services bought 21 ARK Innovation ETF shares in Q2 2026, an estimated $1.61K.
ARK Innovation ETF made up 0.06% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #140 holding.
Acorn Financial Advisory Services first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 23 quarters since.
Acorn Financial Advisory Services's ARK Innovation ETF position peaked at $1.07M in Q2 2021.
639 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.