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Bruderman Asset Management’s ARK Innovation ETF ARKK Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-117
Closed -$5K – 144
2019
Q1 		$5K Hold
117
– – ﹤0.01% 481
2018
Q4 		$4K Buy
+117
New +$4.94K ﹤0.01% 502

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bruderman Asset Management's ARKK Position: Q2 2019 in Review

Bruderman Asset Management sold out of ARK Innovation ETF (ARKK) in Q2 2019, closing a stake of 117 shares — an estimated $5K sold.

Bruderman Asset Management first reported a position in ARKK in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 175 funds tracked by Wall St. Rank hold ARKK as of Q2 2019.

  • Bruderman Asset Management reported no remaining ARK Innovation ETF position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 117 ARK Innovation ETF shares in Q2 2019, an estimated $5K.
  • Bruderman Asset Management first reported a position in ARK Innovation ETF in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's ARK Innovation ETF position peaked at $5K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.