Advyzon Investment Management’s ARK Innovation ETF ARKK Stock Holding History

Advyzon Investment 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	$622K	Buy	7,699 +19	+0.2%	+$1.45K	0.05%	407
2026 Q1	$519K	Sell	7,680 -146	-2%	-$10.8K	0.05%	384
2025 Q4	$602K	Sell	7,826 -363	-4%	-$30.1K	0.07%	275
2025 Q3	$707K	Sell	8,189 -781	-9%	-$59.7K	0.12%	164
2025 Q2	$631K	Sell	8,970 -512	-5%	-$28.2K	0.14%	141
2025 Q1	$451K	Sell	9,482 -519	-5%	-$29.7K	0.16%	122
2024 Q4	$568K	Buy	+10,001	New	+$536K	0.22%	87

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

Advyzon Investment Management's ARKK Position: Q2 2026 in Review

Advyzon Investment Management increased its ARK Innovation ETF (ARKK) stake by 0.25% in Q2 2026, buying an estimated $1.45K and bringing the position to 7,699 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #407.

Advyzon Investment Management first reported a position in ARKK in Q4 2024 and has held it in 7 quarters since. The position peaked at $707K in Q3 2025. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Advyzon Investment Management held 7,699 shares of ARK Innovation ETF worth $622K as of Q2 2026.
Advyzon Investment Management bought 19 ARK Innovation ETF shares in Q2 2026, an estimated $1.45K.
ARK Innovation ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #407 holding.
Advyzon Investment Management first reported a position in ARK Innovation ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's ARK Innovation ETF position peaked at $707K in Q3 2025.
633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.