DHJJ Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History

DHJJ Financial Advisors’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	$41.5K	Hold	513	–	–	0.01%	442
2026 Q1	$34.7K	Hold	513	–	–	0.01%	457
2025 Q4	$39.5K	Hold	513	–	–	0.01%	417
2025 Q3	$44.3K	Hold	513	–	–	0.02%	382
2025 Q2	$36.1K	Buy	513 +512	+51,200%	+$28.2K	0.01%	394
2025 Q1	$48	Hold	1	–	–	﹤0.01%	915
2024 Q4	$57	Sell	1 -2	-67%	-$107	﹤0.01%	877
2024 Q3	$143	Sell	3 -10	-77%	-$449	﹤0.01%	823
2024 Q2	$572	Sell	13 -181	-93%	-$8.08K	﹤0.01%	640
2024 Q1	$9.74K	Hold	194	–	–	﹤0.01%	450
2023 Q4	$10.2K	Hold	194	–	–	﹤0.01%	439
2023 Q3	$7.71K	Buy	+194	New	+$8.55K	﹤0.01%	456

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

DHJJ Financial Advisors's ARKK Position: Q2 2026 in Review

DHJJ Financial Advisors held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 513 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #442.

DHJJ Financial Advisors first reported a position in ARKK in Q3 2023 and has held it in 12 quarters since. The position peaked at $44.3K in Q3 2025. 639 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

DHJJ Financial Advisors held 513 shares of ARK Innovation ETF worth $41.5K as of Q2 2026.
DHJJ Financial Advisors left its ARK Innovation ETF share count unchanged in Q2 2026.
ARK Innovation ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #442 holding.
DHJJ Financial Advisors first reported a position in ARK Innovation ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's ARK Innovation ETF position peaked at $44.3K in Q3 2025.
639 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.