Creative Planning
ARKK icon

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 $1.89T 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. 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.