Action Point Financial Planning’s ARK Innovation ETF ARKK Stock Holding History

Action Point Financial Planning’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	$369K	Buy	+4,559	New	+$349K	0.04%	313

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

Action Point Financial Planning's ARKK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 4,559 shares worth $369K. The stake represents 0.04% of the portfolio and ranks #313 among its holdings.

632 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Action Point Financial Planning held 4,559 shares of ARK Innovation ETF worth $369K as of Q2 2026.
ARK Innovation ETF was a new Action Point Financial Planning position in Q2 2026.
ARK Innovation ETF made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #313 holding.
632 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.