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 $1.89T 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

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. 636 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.
636 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.