CX Institutional
ARKK icon

CX Institutional’s ARK Innovation ETF ARKK Stock Holding History

CX Institutional’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
Q3 		$344K Hold
3,865
– – 0.01% 581
2026
Q2 		$312K Hold
3,865
– – 0.01% 612
2026
Q1 		$261K Sell
3,865
-275
-7% -$20.4K 0.01% 651
2025
Q4 		$318K Buy
4,140
+275
+7% +$22.8K 0.01% 554
2025
Q3 		$334K Buy
+3,865
New +$295K 0.01% 540

Other funds holding ARKK

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Variant Private Wealth
Variant Private Wealth Tysons, Virginia $113M AUM 20% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

CX Institutional's ARKK Position: Q3 2026 in Review

CX Institutional held its ARK Innovation ETF (ARKK) position steady in Q3 2026 at 3,865 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #581.

CX Institutional first reported a position in ARKK in Q3 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • CX Institutional held 3,865 shares of ARK Innovation ETF worth $344K as of Q3 2026.
  • CX Institutional left its ARK Innovation ETF share count unchanged in Q3 2026.
  • ARK Innovation ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #581 holding.
  • CX Institutional first reported a position in ARK Innovation ETF in Q3 2025 and has held it in 5 quarters since.
  • 174 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.