Rose Capital Advisors LLC’s ARK Innovation ETF ARKK Stock Holding History

Rose Capital Advisors LLC’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	$3.23M	Buy	+39,945	New	+$3.05M	1.62%	17

Other funds holding ARKK

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Rose Capital Advisors LLC's ARKK Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 39,945 shares worth $3.23M. The stake represents 1.62% of the portfolio and ranks #17 among its holdings.

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

Rose Capital Advisors LLC held 39,945 shares of ARK Innovation ETF worth $3.23M as of Q2 2026.
ARK Innovation ETF was a new Rose Capital Advisors LLC position in Q2 2026.
ARK Innovation ETF made up 1.62% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #17 holding.
381 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.