Certified Advisory Corp’s ARK Innovation ETF ARKK Stock Holding History

Certified Advisory Corp’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
2021 Q4	–	Sell	-2,090	Closed	-$231K	–	221
2021 Q3	$231K	Sell	2,090 -223	-10%	-$26.8K	0.06%	199
2021 Q2	$302K	Buy	2,313 +769	+50%	+$89.6K	0.08%	177
2021 Q1	$185K	Buy	+1,544	New	+$209K	0.05%	201
2020 Q2	$6K	Buy	+90	New	+$5.26K	﹤0.01%	610

Other funds holding ARKK

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

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

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

Certified Advisory Corp's ARKK Position: Q4 2021 in Review

Certified Advisory Corp sold out of ARK Innovation ETF (ARKK) in Q4 2021, closing a stake of 2,090 shares — an estimated $231K sold.

Certified Advisory Corp first reported a position in ARKK in Q2 2020 and held it in 4 quarters. The position peaked at $302K in Q2 2021. 845 funds tracked by Wall St. Rank hold ARKK as of Q4 2021.

Certified Advisory Corp reported no remaining ARK Innovation ETF position as of Q4 2021 after selling out during the quarter.
Certified Advisory Corp sold 2,090 ARK Innovation ETF shares in Q4 2021, an estimated $231K.
Certified Advisory Corp first reported a position in ARK Innovation ETF in Q2 2020 and held it in 4 quarters.
Certified Advisory Corp's ARK Innovation ETF position peaked at $302K in Q2 2021.
845 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2021.

Based on Certified Advisory Corp's 13F filing for Q4 2021, filed 14 Feb 2022.