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Bright Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History

Bright Financial 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
2025
Q4 		– Sell
-2,523
Closed -$218K – 66
2025
Q3 		$218K Buy
+2,523
New +$193K 0.11% 60

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Bank of America
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UBS Group
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State of Wisconsin Investment Board
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Citigroup
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LPL Financial
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Goldman Sachs
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Wells Fargo
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bright Financial Advisors's ARKK Position: Q4 2025 in Review

Bright Financial Advisors sold out of ARK Innovation ETF (ARKK) in Q4 2025, closing a stake of 2,523 shares — an estimated $218K sold.

Bright Financial Advisors first reported a position in ARKK in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 629 funds tracked by Wall St. Rank hold ARKK as of Q4 2025.

  • Bright Financial Advisors reported no remaining ARK Innovation ETF position as of Q4 2025 after selling out during the quarter.
  • Bright Financial Advisors sold 2,523 ARK Innovation ETF shares in Q4 2025, an estimated $218K.
  • Bright Financial Advisors first reported a position in ARK Innovation ETF in Q3 2025 and held it in 1 quarter.
  • Bright Financial Advisors's ARK Innovation ETF position peaked at $218K in Q3 2025.
  • 629 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2025.

Based on Bright Financial Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.