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American Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History

American Financial Advisors’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 		$378K Sell
4,674
-1,957
-30% -$150K 0.05% 112
2026
Q1 		$448K Sell
6,631
-228
-3% -$16.9K 0.06% 94
2025
Q4 		$528K Sell
6,859
-1,639
-19% -$136K 0.07% 87
2025
Q3 		$733K Sell
8,498
-1,649
-16% -$126K 0.09% 77
2025
Q2 		$713K Sell
10,147
-2,010
-17% -$111K 0.1% 74
2025
Q1 		$578K Sell
12,157
-27,974
-70% -$1.6M 0.08% 74
2024
Q4 		$2.28M Sell
40,131
-5,738
-13% -$307K 0.32% 40
2024
Q3 		$2.18M Sell
45,869
-11,775
-20% -$529K 0.3% 42
2024
Q2 		$2.53M Sell
57,644
-110,221
-66% -$4.92M 0.36% 36
2024
Q1 		$8.41M Sell
167,865
-9,202
-5% -$449K 1.18% 24
2023
Q4 		$9.27M Sell
177,067
-12,038
-6% -$521K 1.37% 23
2023
Q3 		$7.5M Sell
189,105
-8,754
-4% -$386K 1.18% 24
2023
Q2 		$8.73M Buy
197,859
+66
+0% +$2.62K 1.37% 23
2023
Q1 		$7.98M Sell
197,793
-6,996
-3% -$268K 1.3% 23
2022
Q4 		$6.4M Sell
204,789
-5,621
-3% -$201K 1.08% 24
2022
Q3 		$7.94M Buy
+210,410
New +$9.37M 1.37% 23
2022
Q2 		– Sell
-215,802
Closed -$14.3M – 80
2022
Q1 		$14.3M Buy
215,802
+22,748
+12% +$1.61M 1.99% 20
2021
Q4 		$18.3M Buy
193,054
+15,365
+9% +$1.68M 2.32% 18
2021
Q3 		$19.6M Buy
177,689
+19,885
+13% +$2.39M 2.62% 15
2021
Q2 		$20.6M Buy
157,804
+20,221
+15% +$2.36M 2.84% 13
2021
Q1 		$16.5M Buy
137,583
+120,023
+684% +$16.2M 2.45% 17
2020
Q4 		$2.19M Buy
+17,560
New +$1.9M 0.31% 42

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Financial Advisors's ARKK Position: Q2 2026 in Review

American Financial Advisors reduced its ARK Innovation ETF (ARKK) stake by 30% in Q2 2026, selling an estimated $150K and leaving 4,674 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #112.

American Financial Advisors first reported a position in ARKK in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.6M in Q2 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • American Financial Advisors held 4,674 shares of ARK Innovation ETF worth $378K as of Q2 2026.
  • American Financial Advisors sold 1,957 ARK Innovation ETF shares in Q2 2026, an estimated $150K.
  • ARK Innovation ETF made up 0.05% of American Financial Advisors's portfolio in Q2 2026, its #112 holding.
  • American Financial Advisors first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 22 quarters since.
  • American Financial Advisors's ARK Innovation ETF position peaked at $20.6M in Q2 2021.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.