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B. Riley Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

B. Riley 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
Q3 		$732K Sell
8,212
-2,335
-22% -$191K 0.03% 462
2026
Q2 		$850K Sell
10,547
-427
-4% -$32.7K 0.05% 340
2026
Q1 		$697K Sell
10,974
-673
-6% -$49.9K 0.04% 367
2025
Q4 		$896K Sell
11,647
-3,397
-23% -$281K 0.04% 371
2025
Q3 		$1.3M Sell
15,044
-2,854
-16% -$218K 0.06% 292
2025
Q2 		$1.26M Sell
17,898
-1,539
-8% -$84.8K 0.06% 298
2025
Q1 		$925K Sell
19,437
-115
-0.6% -$6.59K 0.03% 533
2024
Q4 		$1.11M Sell
19,552
-11,471
-37% -$615K 0.04% 423
2024
Q3 		$1.45M Sell
31,023
-3,282
-10% -$147K 0.04% 399
2024
Q2 		$1.51M Sell
34,305
-19,148
-36% -$855K 0.04% 416
2024
Q1 		$2.12M Sell
53,453
-1,276
-2% -$62.2K 0.06% 337
2023
Q4 		$2.87M Buy
54,729
+1,276
+2% +$55.2K 0.08% 267
2023
Q3 		$2.12M Sell
53,453
-43,766
-45% -$1.93M 0.06% 337
2023
Q2 		$4.29M Buy
97,219
+51,976
+115% +$2.07M 0.1% 210
2023
Q1 		$1.83M Buy
45,243
+5,748
+15% +$220K 0.05% 372
2022
Q4 		$1.23M Buy
39,495
+9,870
+33% +$353K 0.03% 465
2022
Q3 		$1.12M Buy
29,625
+11,957
+68% +$532K 0.03% 475
2022
Q2 		$705K Sell
17,668
-13,678
-44% -$651K 0.03% 520
2022
Q1 		$2.08M Sell
31,346
-12,905
-29% -$911K 0.07% 291
2021
Q4 		$4.19M Sell
44,251
-5,042
-10% -$550K 0.12% 178
2021
Q3 		$5.47M Sell
49,293
-1,672
-3% -$201K 0.17% 127
2021
Q2 		$6.66M Buy
50,965
+2,948
+6% +$344K 0.22% 105
2021
Q1 		$5.76M Buy
48,017
+24,778
+107% +$3.35M 0.2% 114
2020
Q4 		$2.89M Buy
23,239
+14,568
+168% +$1.58M 0.15% 151
2020
Q3 		$773K Buy
+8,671
New +$742K 0.04% 384

Other funds holding ARKK

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

B. Riley Wealth Advisors's ARKK Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its ARK Innovation ETF (ARKK) stake by 22% in Q3 2026, selling an estimated $191K and leaving 8,212 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #462.

B. Riley Wealth Advisors first reported a position in ARKK in Q3 2020 and has held it in 25 quarters since. The position peaked at $6.66M in Q2 2021. 48 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • B. Riley Wealth Advisors held 8,212 shares of ARK Innovation ETF worth $732K as of Q3 2026.
  • B. Riley Wealth Advisors sold 2,335 ARK Innovation ETF shares in Q3 2026, an estimated $191K.
  • ARK Innovation ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #462 holding.
  • B. Riley Wealth Advisors first reported a position in ARK Innovation ETF in Q3 2020 and has held it in 25 quarters since.
  • B. Riley Wealth Advisors's ARK Innovation ETF position peaked at $6.66M in Q2 2021.
  • 48 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.