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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
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

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

B. Riley Wealth Advisors's ARKK Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its ARK Innovation ETF (ARKK) stake by 3.9% in Q2 2026, selling an estimated $32.7K and leaving 10,547 shares worth $850K. The position accounts for 0.05% of the portfolio, ranked #340.

B. Riley Wealth Advisors first reported a position in ARKK in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.66M in Q2 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • B. Riley Wealth Advisors held 10,547 shares of ARK Innovation ETF worth $850K as of Q2 2026.
  • B. Riley Wealth Advisors sold 427 ARK Innovation ETF shares in Q2 2026, an estimated $32.7K.
  • ARK Innovation ETF made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #340 holding.
  • B. Riley Wealth Advisors first reported a position in ARK Innovation ETF in Q3 2020 and has held it in 24 quarters since.
  • B. Riley Wealth Advisors's ARK Innovation ETF position peaked at $6.66M in Q2 2021.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.