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Atlas Legacy Advisors’s ARK Innovation ETF ARKK Stock Holding History

Atlas Legacy 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 		$1.83M Buy
22,590
+7,174
+47% +$549K 0.27% 61
2026
Q1 		$1.08M Buy
15,416
+3,727
+32% +$277K 0.2% 80
2025
Q4 		$899K Buy
11,689
+6
+0.1% +$497 0.16% 95
2025
Q3 		$1.01M Buy
11,683
+14
+0.1% +$1.07K 0.19% 82
2025
Q2 		$820K Sell
11,669
-2,140
-15% -$118K 0.18% 85
2025
Q1 		$748K Sell
13,809
-4,614
-25% -$264K 0.19% 81
2024
Q4 		$1.05M Buy
+18,423
New +$987K 0.25% 60

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

Atlas Legacy Advisors's ARKK Position: Q2 2026 in Review

Atlas Legacy Advisors increased its ARK Innovation ETF (ARKK) stake by 47% in Q2 2026, buying an estimated $549K and bringing the position to 22,590 shares worth $1.83M. The position accounts for 0.27% of the portfolio, ranked #61.

Atlas Legacy Advisors first reported a position in ARKK in Q4 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Atlas Legacy Advisors held 22,590 shares of ARK Innovation ETF worth $1.83M as of Q2 2026.
  • Atlas Legacy Advisors bought 7,174 ARK Innovation ETF shares in Q2 2026, an estimated $549K.
  • ARK Innovation ETF made up 0.27% of Atlas Legacy Advisors's portfolio in Q2 2026, its #61 holding.
  • Atlas Legacy Advisors first reported a position in ARK Innovation ETF in Q4 2024 and has held it in 7 quarters since.
  • 636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.