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

Elevation 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
Q1 		– Sell
-288
Closed -$22.2K – 1082
2025
Q4 		$22.2K Buy
+288
New +$23.9K 0.01% 349
2025
Q3 		– Sell
-1,867
Closed -$131K – 872
2025
Q2 		$131K Sell
1,867
-338
-15% -$18.6K 0.05% 148
2025
Q1 		$105K Hold
2,205
– – 0.05% 165
2024
Q4 		$125K Buy
+2,205
New +$118K 0.05% 144

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Elevation Wealth Partners's ARKK Position: Q1 2026 in Review

Elevation Wealth Partners sold out of ARK Innovation ETF (ARKK) in Q1 2026, closing a stake of 288 shares — an estimated $22.2K sold.

Elevation Wealth Partners first reported a position in ARKK in Q4 2024 and held it in 4 quarters. The position peaked at $131K in Q2 2025. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • Elevation Wealth Partners reported no remaining ARK Innovation ETF position as of Q1 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 288 ARK Innovation ETF shares in Q1 2026, an estimated $22.2K.
  • Elevation Wealth Partners first reported a position in ARK Innovation ETF in Q4 2024 and held it in 4 quarters.
  • Elevation Wealth Partners's ARK Innovation ETF position peaked at $131K in Q2 2025.
  • 586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Elevation Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.