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Concurrent Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Concurrent Investment 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
2024
Q4 		– Sell
-600
Closed -$28.5K – 1129
2024
Q3 		$28.5K Buy
+600
New +$27K ﹤0.01% 1041

Other funds holding ARKK

ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Concurrent Investment Advisors's ARKK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its ARK Innovation ETF (ARKK) stake by 57% in Q2 2026, buying an estimated $626K and bringing the position to 22,542 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #752.

Concurrent Investment Advisors first reported a position in ARKK in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q3 2025. 264 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Concurrent Investment Advisors held 22,542 shares of ARK Innovation ETF worth $1.82M as of Q2 2026.
  • Concurrent Investment Advisors bought 8,189 ARK Innovation ETF shares in Q2 2026, an estimated $626K.
  • ARK Innovation ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #752 holding.
  • Concurrent Investment Advisors first reported a position in ARK Innovation ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's ARK Innovation ETF position peaked at $10.9M in Q3 2025.
  • 264 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.