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Atlantic Edge Private Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Atlantic Edge Private Wealth 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 		$2.02K Hold
25
– – ﹤0.01% 561
2026
Q1 		$1.69K Hold
25
– – ﹤0.01% 544
2025
Q4 		$1.92K Hold
25
– – ﹤0.01% 525
2025
Q3 		$2.16K Buy
+25
New +$1.91K ﹤0.01% 494

Other funds holding ARKK

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Atlantic Edge Private Wealth Management's ARKK Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 25 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Atlantic Edge Private Wealth Management first reported a position in ARKK in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.16K in Q3 2025. 297 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 25 shares of ARK Innovation ETF worth $2.02K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its ARK Innovation ETF share count unchanged in Q2 2026.
  • ARK Innovation ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #561 holding.
  • Atlantic Edge Private Wealth Management first reported a position in ARK Innovation ETF in Q3 2025 and has held it in 4 quarters since.
  • Atlantic Edge Private Wealth Management's ARK Innovation ETF position peaked at $2.16K in Q3 2025.
  • 297 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.