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Atria Wealth Solutions’s ARK Innovation ETF ARKK Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$3.48M Sell
49,472
-49,463
-50% -$2.73M 0.08% 277
2025
Q1 		$4.71M Buy
98,935
+38,771
+64% +$2.22M 0.06% 353
2024
Q4 		$3.42M Sell
60,164
-505
-0.8% -$27.1K 0.04% 465
2024
Q3 		$2.88M Sell
60,669
-3,498
-5% -$157K 0.03% 506
2024
Q2 		$2.82M Sell
64,167
-10,324
-14% -$461K 0.03% 512
2024
Q1 		$3.73M Sell
74,491
-5,906
-7% -$288K 0.04% 425
2023
Q4 		$4.21M Sell
80,397
-1,050
-1% -$45.5K 0.05% 358
2023
Q3 		$3.23M Buy
81,447
+4,418
+6% +$195K 0.05% 414
2023
Q2 		$3.4M Sell
77,029
-46,659
-38% -$1.85M 0.05% 395
2023
Q1 		$4.99M Buy
123,688
+16,411
+15% +$629K 0.07% 267
2022
Q4 		$3.35M Sell
107,277
-5,278
-5% -$189K 0.05% 351
2022
Q3 		$4.25M Buy
112,555
+5,112
+5% +$228K 0.07% 263
2022
Q2 		$4.28M Buy
107,443
+6,226
+6% +$296K 0.08% 258
2022
Q1 		$6.71M Buy
+101,217
New +$7.14M 0.11% 195

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's ARKK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its ARK Innovation ETF (ARKK) stake by 50% in Q2 2025, selling an estimated $2.73M and leaving 49,472 shares worth $3.48M. The position accounts for 0.08% of the portfolio, ranked #277.

Atria Wealth Solutions first reported a position in ARKK in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.71M in Q1 2022. 574 funds tracked by Wall St. Rank hold ARKK as of Q2 2025.

  • Atria Wealth Solutions held 49,472 shares of ARK Innovation ETF worth $3.48M as of Q2 2025.
  • Atria Wealth Solutions sold 49,463 ARK Innovation ETF shares in Q2 2025, an estimated $2.73M.
  • ARK Innovation ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #277 holding.
  • Atria Wealth Solutions first reported a position in ARK Innovation ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's ARK Innovation ETF position peaked at $6.71M in Q1 2022.
  • 574 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.