CloudAlpha Capital Management’s ARK Innovation ETF ARKK Stock Holding History

CloudAlpha Capital 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 Q1	$10.5M	Sell	155,000 -284,000	-65%	-$21.1M	0.36%	37
2025 Q4	$33.8M	Buy	+439,000	New	+$36.4M	1.59%	20
2025 Q1	–	Sell	-250,000	Closed	-$14.2M	–	48
2024 Q4	$14.2M	Buy	+250,000	New	+$13.4M	1.02%	20
2022 Q3	–	Sell	-570,000	Closed	-$22.7M	–	19
2022 Q2	$22.7M	Buy	+570,000	New	+$27.1M	2.94%	10
2021 Q4	–	Sell	-1,800,000	Closed	-$199M	–	21
2021 Q3	$199M	Buy	+1,800,000	New	+$217M	58.84%	1
2021 Q2	–	Sell	-1,090,000	Closed	-$131M	–	32
2021 Q1	$131M	Sell	1,090,000 -70,000	-6%	-$9.47M	3.39%	10
2020 Q4	$144M	Buy	+1,160,000	New	+$126M	2.94%	7

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

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

State of Wisconsin Investment Board

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

Bank of America

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

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

Susquehanna International Group

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

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

JP Morgan Chase

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

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