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ARS Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

ARS Wealth 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
2021
Q2 		$606K Buy
4,637
+487
+12% +$56.8K 0.11% 75
2021
Q1 		$498K Buy
+4,150
New +$562K 0.11% 71

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

ARS Wealth Advisors's ARKK Position: Q2 2021 in Review

ARS Wealth Advisors increased its ARK Innovation ETF (ARKK) stake by 12% in Q2 2021, buying an estimated $56.8K and bringing the position to 4,637 shares worth $606K. The position accounts for 0.11% of the portfolio, ranked #75.

ARS Wealth Advisors first reported a position in ARKK in Q1 2021 and has held it in 2 quarters since. 834 funds tracked by Wall St. Rank hold ARKK as of Q2 2021.

  • ARS Wealth Advisors held 4,637 shares of ARK Innovation ETF worth $606K as of Q2 2021.
  • ARS Wealth Advisors bought 487 ARK Innovation ETF shares in Q2 2021, an estimated $56.8K.
  • ARK Innovation ETF made up 0.11% of ARS Wealth Advisors's portfolio in Q2 2021, its #75 holding.
  • ARS Wealth Advisors first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 2 quarters since.
  • 834 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.