Buckingham Strategic Wealth’s ARK Innovation ETF ARKK Stock Holding History

Buckingham Strategic Wealth’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
2022 Q2	–	Sell	-8,262	Closed	-$548K	–	614
2022 Q1	$548K	Buy	8,262 +604	+8%	+$42.6K	0.01%	350
2021 Q4	$724K	Sell	7,658 -1,931	-20%	-$211K	0.01%	303
2021 Q3	$1.06M	Buy	9,589 +608	+7%	+$73.2K	0.02%	247
2021 Q2	$1.18M	Sell	8,981 -271	-3%	-$31.6K	0.03%	235
2021 Q1	$1.11M	Buy	9,252 +471	+5%	+$63.7K	0.05%	222
2020 Q4	$1.09M	Buy	8,781 +1,429	+19%	+$155K	0.06%	212
2020 Q3	$676K	Sell	7,352 -503	-6%	-$43.1K	0.05%	220
2020 Q2	$560K	Buy	7,855 +1,675	+27%	+$98K	0.05%	204
2020 Q1	$272K	Sell	6,180 -4,040	-40%	-$206K	0.03%	362
2019 Q4	$512K	Buy	10,220 +1,505	+17%	+$69.9K	0.05%	242
2019 Q3	$374K	Hold	8,715	–	–	0.04%	283
2019 Q2	$418K	Sell	8,715 -1,914	-18%	-$87.1K	0.05%	274
2019 Q1	$497K	Buy	10,629 +1,604	+18%	+$70.6K	0.06%	226
2018 Q4	$336K	Hold	9,025	–	–	0.05%	250
2018 Q3	$427K	Hold	9,025	–	–	0.07%	213
2018 Q2	$406K	Hold	9,025	–	–	0.07%	211
2018 Q1	$353K	Buy	+9,025	New	+$370K	0.07%	218

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

LPL Financial San Diego, California $445B AUM 25.58% 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

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Buckingham Strategic Wealth's ARKK Position: Q2 2022 in Review

Buckingham Strategic Wealth sold out of ARK Innovation ETF (ARKK) in Q2 2022, closing a stake of 8,262 shares — an estimated $548K sold.

Buckingham Strategic Wealth first reported a position in ARKK in Q1 2018 and held it in 17 quarters. The position peaked at $1.18M in Q2 2021. 655 funds tracked by Wall St. Rank hold ARKK as of Q2 2022.

Buckingham Strategic Wealth reported no remaining ARK Innovation ETF position as of Q2 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 8,262 ARK Innovation ETF shares in Q2 2022, an estimated $548K.
Buckingham Strategic Wealth first reported a position in ARK Innovation ETF in Q1 2018 and held it in 17 quarters.
Buckingham Strategic Wealth's ARK Innovation ETF position peaked at $1.18M in Q2 2021.
655 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.