Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s ARK Innovation ETF ARKK Stock Holding History

Dynamic Advisor Solutions’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 		$797K Sell
8,940
-170
-2% -$13.9K 0.02% 518
2026
Q2 		$736K Sell
9,110
-430
-5% -$32.9K 0.02% 562
2026
Q1 		$645K Sell
9,540
-888
-9% -$65.9K 0.02% 569
2025
Q4 		$802K Sell
10,428
-23,213
-69% -$1.92M 0.03% 508
2025
Q3 		$2.9M Buy
33,641
+1,789
+6% +$137K 0.08% 240
2025
Q2 		$2.24M Buy
31,852
+609
+2% +$33.6K 0.07% 282
2025
Q1 		$1.49M Sell
31,243
-2,890
-8% -$166K 0.05% 340
2024
Q4 		$1.94M Buy
34,133
+985
+3% +$52.8K 0.08% 207
2024
Q3 		$1.58M Sell
33,148
-13,000
-28% -$584K 0.05% 344
2024
Q2 		$2.03M Buy
46,148
+861
+2% +$38.5K 0.06% 288
2024
Q1 		$2.27M Sell
45,287
-773
-2% -$37.7K 0.08% 277
2023
Q4 		$2.25M Buy
46,060
+21,958
+91% +$951K 0.08% 266
2023
Q3 		$956K Buy
24,102
+1,760
+8% +$77.6K 0.05% 364
2023
Q2 		$986K Sell
22,342
-124
-0.6% -$4.93K 0.05% 350
2023
Q1 		$906K Sell
22,466
-96,825
-81% -$3.71M 0.05% 338
2022
Q4 		$3.73M Buy
119,291
+16,113
+16% +$576K 0.25% 100
2022
Q3 		$3.89M Buy
103,178
+17,722
+21% +$789K 0.3% 81
2022
Q2 		$3.41M Buy
85,456
+19,831
+30% +$944K 0.26% 87
2022
Q1 		$4.35M Buy
65,625
+10,791
+20% +$761K 0.3% 74
2021
Q4 		$5.19M Sell
54,834
-1,867
-3% -$204K 0.37% 60
2021
Q3 		$6.27M Buy
56,701
+8,057
+17% +$970K 0.47% 42
2021
Q2 		$6.36M Buy
48,644
+1,374
+3% +$160K 0.5% 41
2021
Q1 		$5.67M Sell
47,270
-1,806
-4% -$244K 0.53% 42
2020
Q4 		$6.11M Sell
49,076
-383
-0.8% -$41.5K 0.57% 34
2020
Q3 		$4.55M Sell
49,459
-3,917
-7% -$335K 0.52% 38
2020
Q2 		$3.81M Buy
53,376
+21,334
+67% +$1.25M 0.51% 42
2020
Q1 		$1.41M Buy
+32,042
New +$1.63M 0.26% 114

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
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BSCCG
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Dynamic Advisor Solutions's ARKK Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its ARK Innovation ETF (ARKK) stake by 1.9% in Q3 2026, selling an estimated $13.9K and leaving 8,940 shares worth $797K. The position accounts for 0.02% of the portfolio, ranked #518.

Dynamic Advisor Solutions first reported a position in ARKK in Q1 2020 and has held it in 27 quarters since. The position peaked at $6.36M in Q2 2021. 108 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • Dynamic Advisor Solutions held 8,940 shares of ARK Innovation ETF worth $797K as of Q3 2026.
  • Dynamic Advisor Solutions sold 170 ARK Innovation ETF shares in Q3 2026, an estimated $13.9K.
  • ARK Innovation ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #518 holding.
  • Dynamic Advisor Solutions first reported a position in ARK Innovation ETF in Q1 2020 and has held it in 27 quarters since.
  • Dynamic Advisor Solutions's ARK Innovation ETF position peaked at $6.36M in Q2 2021.
  • 108 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.