Congress Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Congress Wealth Management’s Portfolio ARKK Stock Details ARKK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$295K	Buy
2023 Q1	–	Sell
2022 Q4	$215K	Sell
2022 Q3	$896K	Sell
2022 Q2	$953K	Sell
2022 Q1	$2.5M	Sell
2021 Q4	$4.76M	Buy