Dynamic Advisor Solutions
ARKK icon

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
2021
Q4 		– Sell
-200
Closed -$2K – 723
2021
Q3 		$2K Sell
200
-800
-80% -$96.3K ﹤0.01% 749
2021
Q2 		$9K Buy
1,000
+800
+400% +$93.2K ﹤0.01% 731
2021
Q1 		$5K Hold
200
– – ﹤0.01% 673
2020
Q4 		$7K Buy
+200
New +$21.7K ﹤0.01% 659

Other funds holding ARKK

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
AXS Investments
AXS Investments Port Chester, New York $1.03B AUM 25.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

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. 366 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.
  • 366 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.