Capstone Financial Group’s ARK Innovation ETF ARKK Stock Holding History

Capstone Financial Group’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
2020 Q3	$22K	Buy	+226	New	+$19.3K	0.02%	151

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Capstone Financial Group's ARKK Position: Q3 2020 in Review

Capstone Financial Group opened a new position in ARK Innovation ETF (ARKK) in Q3 2020: 226 shares worth $22K. The stake represents 0.02% of the portfolio and ranks #151 among its holdings.

412 funds tracked by Wall St. Rank hold ARKK as of Q3 2020.

Capstone Financial Group held 226 shares of ARK Innovation ETF worth $22K as of Q3 2020.
ARK Innovation ETF was a new Capstone Financial Group position in Q3 2020.
ARK Innovation ETF made up 0.02% of Capstone Financial Group's portfolio in Q3 2020, its #151 holding.
412 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.