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

Byrne 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
2026 Q2	$24.1K	Hold	298	–	–	0.01%	348
2026 Q1	$20.1K	Buy	298 +50	+20%	+$3.71K	0.01%	350
2025 Q4	$19.1K	Buy	248 +36	+17%	+$2.98K	0.01%	354
2025 Q3	$18.3K	Buy	212 +2	+1%	+$153	0.01%	348
2025 Q2	$14.8K	Hold	210	–	–	0.01%	364
2025 Q1	$9.99K	Hold	210	–	–	0.01%	417
2024 Q4	$11.9K	Hold	210	–	–	0.01%	371
2024 Q3	$9.98K	Sell	210 -50	-19%	-$2.25K	0.01%	394
2024 Q2	$11.4K	Sell	260 -45	-15%	-$2.01K	0.01%	353
2024 Q1	$15.3K	Sell	305 -265	-46%	-$12.9K	0.01%	328
2023 Q4	$30.9K	Buy	570 +6	+1%	+$260	0.02%	236
2023 Q3	$22K	Buy	564 +454	+413%	+$20K	0.02%	261
2023 Q2	$5K	Buy	110 +25	+29%	+$994	﹤0.01%	458
2023 Q1	$3K	Sell	85 -215	-72%	-$8.24K	﹤0.01%	485
2022 Q4	$9.37K	Buy	+300	New	+$10.7K	0.01%	380
2022 Q2	–	Sell	-146	Closed	-$10K	–	514
2022 Q1	$10K	Sell	146 -133	-48%	-$9.38K	0.01%	382
2021 Q4	$26K	Buy	+279	New	+$30.5K	0.02%	263

Other funds holding ARKK

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return