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
2021 Q2	–	Sell	-15,200	Closed	-$436K	–	2095
2021 Q1	$436K	Buy	15,200 +6,000	+65%	+$812K	﹤0.01%	1531
2020 Q4	$427K	Sell	9,200 -4,100	-31%	-$444K	﹤0.01%	1408
2020 Q3	$269K	Sell	13,300 -4,700	-26%	-$402K	﹤0.01%	1488
2020 Q2	$195K	Sell	18,000 -18,000	-50%	-$1.05M	﹤0.01%	1538
2020 Q1	$17K	Buy	+36,000	New	+$1.84M	﹤0.01%	1738

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning's ARKK Position: Q1 2026 in Review

Creative Planning increased its ARK Innovation ETF (ARKK) stake by 5.2% in Q1 2026, buying an estimated $148K and bringing the position to 39,992 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Creative Planning first reported a position in ARKK in Q2 2017 and has held it in 26 quarters since. The position peaked at $7.57M in Q1 2021. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

Creative Planning held 39,992 shares of ARK Innovation ETF worth $2.7M as of Q1 2026.
Creative Planning bought 1,994 ARK Innovation ETF shares in Q1 2026, an estimated $148K.
ARK Innovation ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1671 holding.
Creative Planning first reported a position in ARK Innovation ETF in Q2 2017 and has held it in 26 quarters since.
Creative Planning's ARK Innovation ETF position peaked at $7.57M in Q1 2021.
586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.