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

Anchor 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	$20.2K	Hold	250	–	–	﹤0.01%	771
2026 Q1	$16.9K	Hold	250	–	–	﹤0.01%	760
2025 Q4	$19.2K	Hold	250	–	–	﹤0.01%	732
2025 Q3	$21.6K	Hold	250	–	–	﹤0.01%	721
2025 Q2	$17.6K	Hold	250	–	–	﹤0.01%	737
2025 Q1	$11.9K	Hold	250	–	–	﹤0.01%	766
2024 Q4	$14.2K	Hold	250	–	–	﹤0.01%	753
2024 Q3	$11.9K	Hold	250	–	–	﹤0.01%	757
2024 Q2	$11K	Hold	250	–	–	﹤0.01%	732
2024 Q1	$12.5K	Hold	250	–	–	﹤0.01%	740
2023 Q4	$13.1K	Sell	250 -30	-11%	-$1.3K	﹤0.01%	704
2023 Q3	$11.1K	Buy	280 +250	+833%	+$11K	﹤0.01%	731
2023 Q2	$1.32K	Hold	30	–	–	﹤0.01%	908
2023 Q1	$1.21K	Buy	30 +8	+36%	+$307	﹤0.01%	936
2022 Q4	$687	Sell	22 -39	-64%	-$1.39K	﹤0.01%	927
2022 Q3	$2.3K	Buy	61 +39	+177%	+$1.74K	﹤0.01%	879
2022 Q2	$877	Hold	22	–	–	﹤0.01%	942
2022 Q1	$1.46K	Sell	22 -8	-27%	-$564	﹤0.01%	941
2021 Q4	$2.88K	Hold	30	–	–	﹤0.01%	913
2021 Q3	$3.37K	Hold	30	–	–	﹤0.01%	820
2021 Q2	$3.99K	Hold	30	–	–	﹤0.01%	828
2021 Q1	$3.66K	Hold	30	–	–	﹤0.01%	820
2020 Q4	$3.73K	Hold	30	–	–	﹤0.01%	787
2020 Q3	$2.76K	Buy	30 +18	+150%	+$1.54K	﹤0.01%	783
2020 Q2	$856	Buy	+12	New	+$702	﹤0.01%	838

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

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

Anchor Investment Management held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 250 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Anchor Investment Management first reported a position in ARKK in Q2 2020 and has held it in 25 quarters since. The position peaked at $21.6K in Q3 2025. 638 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Anchor Investment Management held 250 shares of ARK Innovation ETF worth $20.2K as of Q2 2026.
Anchor Investment Management left its ARK Innovation ETF share count unchanged in Q2 2026.
ARK Innovation ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #771 holding.
Anchor Investment Management first reported a position in ARK Innovation ETF in Q2 2020 and has held it in 25 quarters since.
Anchor Investment Management's ARK Innovation ETF position peaked at $21.6K in Q3 2025.
638 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.