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

Congress Wealth 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
2025 Q2	$295K	Buy	+4,195	New	+$231K	﹤0.01%	1072
2023 Q1	–	Sell	-6,870	Closed	-$215K	–	557
2022 Q4	$215K	Sell	6,870 -16,889	-71%	-$604K	0.01%	528
2022 Q3	$896K	Sell	23,759 -143	-0.6%	-$6.37K	0.02%	339
2022 Q2	$953K	Sell	23,902 -13,793	-37%	-$657K	0.02%	337
2022 Q1	$2.5M	Sell	37,695 -12,639	-25%	-$892K	0.05%	277
2021 Q4	$4.76M	Buy	+50,334	New	+$5.5M	0.09%	229

Other funds holding ARKK

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Congress Wealth Management's ARKK Position: Q2 2025 in Review

Congress Wealth Management opened a new position in ARK Innovation ETF (ARKK) in Q2 2025: 4,195 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in ARKK as recently as Q4 2022.

Congress Wealth Management first reported a position in ARKK in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.76M in Q4 2021. 576 funds tracked by Wall St. Rank hold ARKK as of Q2 2025.

Congress Wealth Management held 4,195 shares of ARK Innovation ETF worth $295K as of Q2 2025.
ARK Innovation ETF was a new Congress Wealth Management position in Q2 2025.
ARK Innovation ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1072 holding.
Congress Wealth Management first reported a position in ARK Innovation ETF in Q4 2021 and has held it in 6 quarters since.
Congress Wealth Management's ARK Innovation ETF position peaked at $4.76M in Q4 2021.
576 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.