EWA
ARKK icon

Evolution Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

Evolution Wealth Advisors’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
Q2 		$1.07M Sell
13,212
-260
-2% -$19.9K 0.12% 83
2026
Q1 		$911K Hold
13,472
– – 0.09% 82
2025
Q4 		$1.04M Sell
13,472
-1,269
-9% -$105K 0.1% 75
2025
Q3 		$1.27M Buy
14,741
+153
+1% +$11.7K 0.17% 65
2025
Q2 		$1.03M Sell
14,588
-8
-0.1% -$441 0.15% 71
2025
Q1 		$694K Hold
14,596
– – 0.12% 79
2024
Q4 		$829K Sell
14,596
-398
-3% -$21.3K 0.14% 68
2024
Q3 		$713K Sell
14,994
-94
-0.6% -$4.22K 0.13% 72
2024
Q2 		$663K Sell
15,088
-933
-6% -$41.7K 0.13% 72
2024
Q1 		$802K Sell
16,021
-30
-0.2% -$1.46K 0.15% 65
2023
Q4 		$841K Hold
16,051
– – 0.17% 62
2023
Q3 		$637K Sell
16,051
-4,145
-21% -$183K 0.14% 64
2023
Q2 		$891K Sell
20,196
-535
-3% -$21.3K 0.2% 52
2023
Q1 		$836K Sell
20,731
-147,402
-88% -$5.65M 0.2% 54
2022
Q4 		$5.25M Buy
168,133
+133,722
+389% +$4.78M 1.32% 21
2022
Q3 		$1.3M Buy
34,411
+7,984
+30% +$355K 0.36% 42
2022
Q2 		$1.06M Buy
26,427
+1,460
+6% +$69.5K 0.27% 53
2022
Q1 		$1.66M Sell
24,967
-29,857
-54% -$2.11M 0.34% 44
2021
Q4 		$5.19M Sell
54,824
-73,411
-57% -$8.01M 0.78% 23
2021
Q3 		$14.2M Buy
128,235
+7,579
+6% +$912K 3.04% 10
2021
Q2 		$15.8M Buy
120,656
+1,392
+1% +$162K 3.21% 9
2021
Q1 		$14.3M Buy
119,264
+6,706
+6% +$907K 3.19% 7
2020
Q4 		$14M Buy
+112,558
New +$12.2M 3.16% 8

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evolution Wealth Advisors's ARKK Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its ARK Innovation ETF (ARKK) stake by 1.9% in Q2 2026, selling an estimated $19.9K and leaving 13,212 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #83.

Evolution Wealth Advisors first reported a position in ARKK in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.8M in Q2 2021. 635 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Evolution Wealth Advisors held 13,212 shares of ARK Innovation ETF worth $1.07M as of Q2 2026.
  • Evolution Wealth Advisors sold 260 ARK Innovation ETF shares in Q2 2026, an estimated $19.9K.
  • ARK Innovation ETF made up 0.12% of Evolution Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Evolution Wealth Advisors first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 23 quarters since.
  • Evolution Wealth Advisors's ARK Innovation ETF position peaked at $15.8M in Q2 2021.
  • 635 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.