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Axiom Advisory’s ARK Innovation ETF ARKK Stock Holding History

Axiom Advisory’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
2024
Q3 		$3.44M Buy
76,560
+960
+1% +$43.1K 0.03% 75
2024
Q2 		$3.38M Buy
+75,600
New +$3.38M 0.04% 72

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Axiom Advisory's ARKK Position: Q3 2024 in Review

Axiom Advisory increased its ARK Innovation ETF (ARKK) stake by 1.3% in Q3 2024, buying an estimated $43.1K and bringing the position to 76,560 shares worth $3.44M. The position accounts for 0.03% of the portfolio, ranked #75.

Axiom Advisory first reported a position in ARKK in Q2 2024 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold ARKK as of Q3 2024.

  • Axiom Advisory held 76,560 shares of ARK Innovation ETF worth $3.44M as of Q3 2024.
  • Axiom Advisory bought 960 ARK Innovation ETF shares in Q3 2024, an estimated $43.1K.
  • ARK Innovation ETF made up 0.03% of Axiom Advisory's portfolio in Q3 2024, its #75 holding.
  • Axiom Advisory first reported a position in ARK Innovation ETF in Q2 2024 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.