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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
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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

CX Institutional's ARKK Position: Q2 2026 in Review

CX Institutional held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 3,865 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #612.

CX Institutional first reported a position in ARKK in Q3 2025 and has held it in 4 quarters since. The position peaked at $334K in Q3 2025. 122 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • CX Institutional held 3,865 shares of ARK Innovation ETF worth $312K as of Q2 2026.
  • CX Institutional left its ARK Innovation ETF share count unchanged in Q2 2026.
  • ARK Innovation ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #612 holding.
  • CX Institutional first reported a position in ARK Innovation ETF in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's ARK Innovation ETF position peaked at $334K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.