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
2021
Q2 		– Sell
-1,000
Closed -$7K – 2096
2021
Q1 		$7K Buy
+1,000
New +$135K ﹤0.01% 2495

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