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
2026 Q2	$555K	Buy	+236	New	+$18K	0.05%	270
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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

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

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

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

Coppell Advisory Solutions's ARKK Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 236 shares worth $555K. The stake represents 0.05% of the portfolio and ranks #270 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in ARKK as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in ARKK in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.2M in Q4 2020. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Coppell Advisory Solutions held 236 shares of ARK Innovation ETF worth $555K as of Q2 2026.
ARK Innovation ETF was a new Coppell Advisory Solutions position in Q2 2026.
ARK Innovation ETF made up 0.05% of Coppell Advisory Solutions's portfolio in Q2 2026, its #270 holding.
Coppell Advisory Solutions first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 9 quarters since.
Coppell Advisory Solutions's ARK Innovation ETF position peaked at $1.2M in Q4 2020.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.