Bell Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Bell Investment 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 Q1	–	Sell	-203	Closed	-$15.6K	–	1864
2025 Q4	$15.6K	Hold	203	–	–	﹤0.01%	532
2025 Q3	$17.5K	Buy	+203	New	+$15.5K	﹤0.01%	448

Other funds holding ARKK

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bell Investment Advisors's ARKK Position: Q1 2026 in Review

Bell Investment Advisors sold out of ARK Innovation ETF (ARKK) in Q1 2026, closing a stake of 203 shares — an estimated $15.6K sold.

Bell Investment Advisors first reported a position in ARKK in Q3 2025 and held it in 2 quarters. The position peaked at $17.5K in Q3 2025. 591 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

Bell Investment Advisors reported no remaining ARK Innovation ETF position as of Q1 2026 after selling out during the quarter.
Bell Investment Advisors sold 203 ARK Innovation ETF shares in Q1 2026, an estimated $15.6K.
Bell Investment Advisors first reported a position in ARK Innovation ETF in Q3 2025 and held it in 2 quarters.
Bell Investment Advisors's ARK Innovation ETF position peaked at $17.5K in Q3 2025.
591 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.