Atlas Private Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

Atlas Private 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
2026 Q2	$1.66M	Sell	20,485 -82	-0.4%	-$6.27K	0.36%	47
2026 Q1	$1.39M	Buy	20,567 +1,327	+7%	+$98.5K	0.33%	48
2025 Q4	$1.48M	Buy	19,240 +1,135	+6%	+$94K	0.35%	45
2025 Q3	$1.56M	Sell	18,105 -10,655	-37%	-$815K	0.38%	47
2025 Q2	$2.02M	Buy	28,760 +11,786	+69%	+$650K	0.26%	55
2025 Q1	$808K	Buy	+16,974	New	+$973K	0.11%	88
2022 Q1	–	Sell	-25,830	Closed	-$2.44M	–	135
2021 Q4	$2.44M	Buy	25,830 +20,940	+428%	+$2.29M	1.13%	25
2021 Q3	$540K	Buy	4,890 +4,860	+16,200%	+$585K	0.28%	84
2021 Q2	$4K	Buy	+30	New	+$3.5K	﹤0.01%	589
2021 Q1	–	Sell	-51	Closed	-$6K	–	862
2020 Q4	$6K	Buy	+51	New	+$5.53K	﹤0.01%	484

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

Atlas Private Wealth Advisors's ARKK Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its ARK Innovation ETF (ARKK) stake by 0.4% in Q2 2026, selling an estimated $6.27K and leaving 20,485 shares worth $1.66M. The position accounts for 0.36% of the portfolio, ranked #47.

Atlas Private Wealth Advisors first reported a position in ARKK in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.44M in Q4 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Atlas Private Wealth Advisors held 20,485 shares of ARK Innovation ETF worth $1.66M as of Q2 2026.
Atlas Private Wealth Advisors sold 82 ARK Innovation ETF shares in Q2 2026, an estimated $6.27K.
ARK Innovation ETF made up 0.36% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Atlas Private Wealth Advisors first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 10 quarters since.
Atlas Private Wealth Advisors's ARK Innovation ETF position peaked at $2.44M in Q4 2021.
633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.