Bright Futures Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Bright Futures Wealth Management’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
2024 Q4	–	Sell	-7,952	Closed	-$384K	–	133
2024 Q3	$384K	Sell	7,952 -892	-10%	-$40.1K	0.19%	137
2024 Q2	$364K	Buy	8,844 +93	+1%	+$4.15K	0.2%	133
2024 Q1	$385K	Buy	+8,751	New	+$427K	0.21%	128

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Bright Futures Wealth Management's ARKK Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of ARK Innovation ETF (ARKK) in Q4 2024, closing a stake of 7,952 shares — an estimated $384K sold.

Bright Futures Wealth Management first reported a position in ARKK in Q1 2024 and held it in 3 quarters. The position peaked at $385K in Q1 2024. 612 funds tracked by Wall St. Rank hold ARKK as of Q4 2024.

Bright Futures Wealth Management reported no remaining ARK Innovation ETF position as of Q4 2024 after selling out during the quarter.
Bright Futures Wealth Management sold 7,952 ARK Innovation ETF shares in Q4 2024, an estimated $384K.
Bright Futures Wealth Management first reported a position in ARK Innovation ETF in Q1 2024 and held it in 3 quarters.
Bright Futures Wealth Management's ARK Innovation ETF position peaked at $385K in Q1 2024.
612 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.