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Coppell Advisory Solutions’s ARK Innovation ETF ARKK Stock Holding History

Coppell Advisory Solutions’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
-203
Closed -$11.7K – 422
2024
Q4 		$11.7K Buy
203
+84
+71% +$4.5K ﹤0.01% 1053
2024
Q3 		$5.7K Buy
119
+13
+12% +$584 ﹤0.01% 1231
2024
Q2 		$4.66K Buy
+106
New +$4.73K ﹤0.01% 1215
2023
Q4 		$5.55K Sell
106
-94
-47% -$4.07K ﹤0.01% 1079
2023
Q3 		$6.25K Buy
200
+95
+90% +$4.19K ﹤0.01% 681
2023
Q2 		$4.6K Buy
+105
New +$4.17K ﹤0.01% 869
2023
Q1 		– Sell
-200
Closed -$6.25K – 254
2022
Q4 		$6.25K Buy
+200
New +$7.15K ﹤0.01% 685
2020
Q4 		$1.2M Buy
+9,634
New +$1.04M 0.6% 44

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Coppell Advisory Solutions's ARKK Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of ARK Innovation ETF (ARKK) in Q1 2025, closing a stake of 203 shares — an estimated $11.7K sold.

Coppell Advisory Solutions first reported a position in ARKK in Q4 2020 and held it in 8 quarters. The position peaked at $1.2M in Q4 2020. 554 funds tracked by Wall St. Rank hold ARKK as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining ARK Innovation ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 203 ARK Innovation ETF shares in Q1 2025, an estimated $11.7K.
  • Coppell Advisory Solutions first reported a position in ARK Innovation ETF in Q4 2020 and held it in 8 quarters.
  • Coppell Advisory Solutions's ARK Innovation ETF position peaked at $1.2M in Q4 2020.
  • 554 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.