BDO Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

BDO 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
2023 Q2	$8.83K	Hold	200	–	–	﹤0.01%	713
2023 Q1	$8.07K	Hold	200	–	–	﹤0.01%	742
2022 Q4	$6.25K	Hold	200	–	–	﹤0.01%	744
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	741
2022 Q2	$8K	Sell	200 -18	-8%	-$857	﹤0.01%	708
2022 Q1	$14K	Sell	218 -87	-29%	-$6.14K	﹤0.01%	660
2021 Q4	$29K	Hold	305	–	–	﹤0.01%	549
2021 Q3	$34K	Hold	305	–	–	﹤0.01%	504
2021 Q2	$40K	Buy	+305	New	+$35.6K	﹤0.01%	494
2021 Q1	–	Sell	-1	Closed	–	–	1155
2020 Q4	$0	Buy	+1	New	+$108	﹤0.01%	922
2020 Q3	–	Sell	-115	Closed	-$8K	–	868
2020 Q2	$8K	Buy	+115	New	+$6.73K	﹤0.01%	520

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BDO Wealth Advisors's ARKK Position: Q2 2023 in Review

BDO Wealth Advisors held its ARK Innovation ETF (ARKK) position steady in Q2 2023 at 200 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

BDO Wealth Advisors first reported a position in ARKK in Q2 2020 and has held it in 11 quarters since. The position peaked at $40K in Q2 2021. 599 funds tracked by Wall St. Rank hold ARKK as of Q2 2023.

BDO Wealth Advisors held 200 shares of ARK Innovation ETF worth $8.83K as of Q2 2023.
BDO Wealth Advisors left its ARK Innovation ETF share count unchanged in Q2 2023.
ARK Innovation ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #713 holding.
BDO Wealth Advisors first reported a position in ARK Innovation ETF in Q2 2020 and has held it in 11 quarters since.
BDO Wealth Advisors's ARK Innovation ETF position peaked at $40K in Q2 2021.
599 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.