Cyndeo Wealth Partners’s ARK Innovation ETF ARKK Stock Holding History

Cyndeo Wealth Partners’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	$594K	Buy	7,349 +60	+0.8%	+$4.59K	0.03%	325
2026 Q1	$493K	Buy	7,289 +1,753	+32%	+$130K	0.03%	330
2025 Q4	$426K	Sell	5,536 -77	-1%	-$6.38K	0.02%	342
2025 Q3	$484K	Buy	5,613 +63	+1%	+$4.82K	0.03%	313
2025 Q2	$390K	Sell	5,550 -227	-4%	-$12.5K	0.02%	337
2025 Q1	$275K	Sell	5,777 -54	-0.9%	-$3.09K	0.02%	382
2024 Q4	$331K	Sell	5,831 -53	-0.9%	-$2.84K	0.02%	355
2024 Q3	$280K	Sell	5,884 -1,875	-24%	-$84.3K	0.02%	383
2024 Q2	$341K	Buy	7,759 +79	+1%	+$3.53K	0.03%	323
2024 Q1	$385K	Buy	+7,680	New	+$375K	0.03%	294

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

Cyndeo Wealth Partners's ARKK Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its ARK Innovation ETF (ARKK) stake by 0.82% in Q2 2026, buying an estimated $4.59K and bringing the position to 7,349 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #325.

Cyndeo Wealth Partners first reported a position in ARKK in Q1 2024 and has held it in 10 quarters since. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Cyndeo Wealth Partners held 7,349 shares of ARK Innovation ETF worth $594K as of Q2 2026.
Cyndeo Wealth Partners bought 60 ARK Innovation ETF shares in Q2 2026, an estimated $4.59K.
ARK Innovation ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #325 holding.
Cyndeo Wealth Partners first reported a position in ARK Innovation ETF in Q1 2024 and has held it in 10 quarters since.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.