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Essential Partners’s ARK Innovation ETF ARKK Stock Holding History

Essential 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
Q3 		$1.08K Sell
12
-3
-20% -$245 ﹤0.01% 2161
2026
Q2 		$1.22K Hold
15
– – ﹤0.01% 2155
2026
Q1 		$1.02K Sell
15
-3
-17% -$223 ﹤0.01% 2242
2025
Q4 		$1.4K Hold
18
– – ﹤0.01% 1918
2025
Q3 		$1.57K Hold
18
– – ﹤0.01% 1870
2025
Q2 		$1.28K Buy
+18
New +$992 ﹤0.01% 1448

Other funds holding ARKK

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Essential Partners's ARKK Position: Q3 2026 in Review

Essential Partners reduced its ARK Innovation ETF (ARKK) stake by 20% in Q3 2026, selling an estimated $245 and leaving 12 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Essential Partners first reported a position in ARKK in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.57K in Q3 2025. 63 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • Essential Partners held 12 shares of ARK Innovation ETF worth $1.08K as of Q3 2026.
  • Essential Partners sold 3 ARK Innovation ETF shares in Q3 2026, an estimated $245.
  • ARK Innovation ETF made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2161 holding.
  • Essential Partners first reported a position in ARK Innovation ETF in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's ARK Innovation ETF position peaked at $1.57K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.