Atwood & Palmer’s ARK Innovation ETF ARKK Stock Holding History

Atwood & Palmer’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 Q1	–	Sell	-30	Closed	-$2.31K	–	533
2025 Q4	$2.31K	Hold	30	–	–	﹤0.01%	442
2025 Q3	$2.59K	Hold	30	–	–	﹤0.01%	437
2025 Q2	$2.11K	Hold	30	–	–	﹤0.01%	465
2025 Q1	$1.43K	Hold	30	–	–	﹤0.01%	401
2024 Q4	$1.7K	Hold	30	–	–	﹤0.01%	420
2024 Q3	$1.43K	Hold	30	–	–	﹤0.01%	416
2024 Q2	$1.32K	Hold	30	–	–	﹤0.01%	407
2024 Q1	$1.5K	Hold	30	–	–	﹤0.01%	382
2023 Q4	$1.57K	Hold	30	–	–	﹤0.01%	373
2023 Q3	$1.19K	Hold	30	–	–	﹤0.01%	377
2023 Q2	$1.32K	Hold	30	–	–	﹤0.01%	379
2023 Q1	$1.21K	Hold	30	–	–	﹤0.01%	351
2022 Q4	$937	Hold	30	–	–	﹤0.01%	375
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	362
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	384
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	423
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	419
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	397
2021 Q2	$4K	Hold	30	–	–	﹤0.01%	374
2021 Q1	$4K	Hold	30	–	–	﹤0.01%	392
2020 Q4	$4K	Hold	30	–	–	﹤0.01%	348
2020 Q3	$3K	Hold	30	–	–	﹤0.01%	304
2020 Q2	$2K	Buy	+30	New	+$1.75K	﹤0.01%	302

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Atwood & Palmer's ARKK Position: Q1 2026 in Review

Atwood & Palmer sold out of ARK Innovation ETF (ARKK) in Q1 2026, closing a stake of 30 shares — an estimated $2.31K sold.

Atwood & Palmer first reported a position in ARKK in Q2 2020 and held it in 23 quarters. The position peaked at $4K in Q2 2021. 588 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

Atwood & Palmer reported no remaining ARK Innovation ETF position as of Q1 2026 after selling out during the quarter.
Atwood & Palmer sold 30 ARK Innovation ETF shares in Q1 2026, an estimated $2.31K.
Atwood & Palmer first reported a position in ARK Innovation ETF in Q2 2020 and held it in 23 quarters.
Atwood & Palmer's ARK Innovation ETF position peaked at $4K in Q2 2021.
588 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Atwood & Palmer's 13F filing for Q1 2026, filed 15 Apr 2026.