Clarus Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

Clarus Wealth Advisors’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
2025 Q1	–	Sell	-12,291	Closed	-$697K	–	89
2024 Q4	$697K	Sell	12,291 -643	-5%	-$34.5K	0.35%	69
2024 Q3	$594K	Sell	12,934 -21	-0.2%	-$944	0.3%	73
2024 Q2	$595K	Buy	12,955 +745	+6%	+$33.3K	0.32%	68
2024 Q1	$580K	Sell	12,210 -1,346	-10%	-$65.6K	0.33%	75
2023 Q4	$619K	Buy	+13,556	New	+$587K	0.37%	60
2023 Q2	$605K	Sell	13,829 -1,106	-7%	-$44K	0.37%	56
2023 Q1	$576K	Buy	14,935 +2,415	+19%	+$92.5K	0.36%	58
2022 Q4	$421K	Buy	12,520 +2,470	+25%	+$88.3K	0.28%	79
2022 Q3	$365K	Buy	10,050 +57	+0.6%	+$2.54K	0.26%	77
2022 Q2	$436K	Buy	+9,993	New	+$476K	0.31%	65

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Clarus Wealth Advisors's ARKK Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of ARK Innovation ETF (ARKK) in Q1 2025, closing a stake of 12,291 shares — an estimated $697K sold.

Clarus Wealth Advisors first reported a position in ARKK in Q2 2022 and held it in 10 quarters. The position peaked at $697K in Q4 2024. 554 funds tracked by Wall St. Rank hold ARKK as of Q1 2025.

Clarus Wealth Advisors reported no remaining ARK Innovation ETF position as of Q1 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 12,291 ARK Innovation ETF shares in Q1 2025, an estimated $697K.
Clarus Wealth Advisors first reported a position in ARK Innovation ETF in Q2 2022 and held it in 10 quarters.
Clarus Wealth Advisors's ARK Innovation ETF position peaked at $697K in Q4 2024.
554 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.