Beacon Financial Advisory’s ARK Innovation ETF ARKK Stock Holding History

Beacon Financial 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
2025 Q3	$898K	Buy
2025 Q2	$725K	Buy
2025 Q1	$450K	Buy
2024 Q4	$463K	Buy
2024 Q3	$359K	Hold
2024 Q2	$332K	Buy
2024 Q1	$293K	Buy
2023 Q4	$225K	Buy