Creative Planning
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Creative Planning’s ARK Innovation ETF ARKK Stock Holding History

Creative Planning’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 		$2.98M Sell
36,930
-3,062
-8% -$234K ﹤0.01% 1789
2026
Q1 		$2.7M Buy
39,992
+1,994
+5% +$148K ﹤0.01% 1671
2025
Q4 		$2.92M Sell
37,998
-1,107
-3% -$91.7K ﹤0.01% 1397
2025
Q3 		$3.37M Buy
39,105
+2,788
+8% +$213K ﹤0.01% 1129
2025
Q2 		$2.55M Sell
36,317
-11,422
-24% -$630K ﹤0.01% 1141
2025
Q1 		$2.27M Buy
47,739
+6,674
+16% +$382K ﹤0.01% 1097
2024
Q4 		$2.33M Sell
41,065
-1,513
-4% -$81.1K ﹤0.01% 1037
2024
Q3 		$2.02M Sell
42,578
-4,552
-10% -$205K ﹤0.01% 1049
2024
Q2 		$2.07M Sell
47,130
-9,107
-16% -$407K ﹤0.01% 968
2024
Q1 		$2.82M Buy
56,237
+1,805
+3% +$88K ﹤0.01% 826
2023
Q4 		$2.85M Buy
54,432
+356
+0.7% +$15.4K 0.01% 766
2023
Q3 		$2.15M Sell
54,076
-1,978
-4% -$87.2K ﹤0.01% 823
2023
Q2 		$2.47M Buy
56,054
+5,916
+12% +$235K ﹤0.01% 728
2023
Q1 		$2.02M Sell
50,138
-5,429
-10% -$208K ﹤0.01% 771
2022
Q4 		$1.74M Buy
55,567
+3,782
+7% +$135K ﹤0.01% 801
2022
Q3 		$1.95M Sell
51,785
-9,994
-16% -$445K ﹤0.01% 705
2022
Q2 		$2.46M Buy
61,779
+27,973
+83% +$1.33M ﹤0.01% 648
2022
Q1 		$2.24M Buy
33,806
+598
+2% +$42.2K ﹤0.01% 677
2021
Q4 		$3.14M Buy
33,208
+3,151
+10% +$344K 0.01% 553
2021
Q3 		$3.32M Sell
30,057
-3,472
-10% -$418K 0.01% 530
2021
Q2 		$4.38M Sell
33,529
-29,573
-47% -$3.45M 0.01% 443
2021
Q1 		$7.57M Buy
63,102
+21,334
+51% +$2.89M 0.02% 320
2020
Q4 		$5.2M Buy
41,768
+30,446
+269% +$3.3M 0.01% 370
2020
Q3 		$1.04M Buy
11,322
+8,866
+361% +$759K ﹤0.01% 785
2020
Q2 		$175K Buy
2,456
+1,209
+97% +$70.7K ﹤0.01% 1564
2020
Q1 		$55K Buy
+1,247
New +$63.6K ﹤0.01% 1618
2017
Q3 		– Sell
-200
Closed -$6K – 1989
2017
Q2 		$6K Buy
+200
New +$5.38K ﹤0.01% 3881

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's ARKK Position: Q2 2026 in Review

Creative Planning reduced its ARK Innovation ETF (ARKK) stake by 7.7% in Q2 2026, selling an estimated $234K and leaving 36,930 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Creative Planning first reported a position in ARKK in Q2 2017 and has held it in 27 quarters since. The position peaked at $7.57M in Q1 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Creative Planning held 36,930 shares of ARK Innovation ETF worth $2.98M as of Q2 2026.
  • Creative Planning sold 3,062 ARK Innovation ETF shares in Q2 2026, an estimated $234K.
  • ARK Innovation ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1789 holding.
  • Creative Planning first reported a position in ARK Innovation ETF in Q2 2017 and has held it in 27 quarters since.
  • Creative Planning's ARK Innovation ETF position peaked at $7.57M in Q1 2021.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.