DAS
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

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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Dynamic Advisor Solutions's ARKK Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its ARK Innovation ETF (ARKK) stake by 4.5% in Q2 2026, selling an estimated $32.9K and leaving 9,110 shares worth $736K. The position accounts for 0.02% of the portfolio, ranked #562.

Dynamic Advisor Solutions first reported a position in ARKK in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.36M in Q2 2021. 87 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Dynamic Advisor Solutions held 9,110 shares of ARK Innovation ETF worth $736K as of Q2 2026.
  • Dynamic Advisor Solutions sold 430 ARK Innovation ETF shares in Q2 2026, an estimated $32.9K.
  • ARK Innovation ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #562 holding.
  • Dynamic Advisor Solutions first reported a position in ARK Innovation ETF in Q1 2020 and has held it in 26 quarters since.
  • Dynamic Advisor Solutions's ARK Innovation ETF position peaked at $6.36M in Q2 2021.
  • 87 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.