Financial Advocates Investment Management’s ARK Innovation ETF ARKK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-7,751
Closed -$545K 129
2025
Q2
$545K Buy
7,751
+379
+5% +$20.9K 0.04% 342
2025
Q1
$351K Buy
7,372
+1,663
+29% +$95.3K 0.02% 519
2024
Q4
$324K Sell
5,709
-252
-4% -$13.5K 0.02% 577
2024
Q3
$283K Sell
5,961
-729
-11% -$32.8K 0.02% 615
2024
Q2
$294K Sell
6,690
-2,000
-23% -$89.3K 0.02% 578
2024
Q1
$435K Buy
8,690
+124
+1% +$6.05K 0.03% 487
2023
Q4
$449K Sell
8,566
-1,507
-15% -$65.2K 0.03% 453
2023
Q3
$399K Sell
10,073
-172
-2% -$7.58K 0.03% 464
2023
Q2
$452K Sell
10,245
-317
-3% -$12.6K 0.03% 426
2023
Q1
$426K Sell
10,562
-77
-0.7% -$2.95K 0.03% 463
2022
Q4
$332K Sell
10,639
-1,466
-12% -$52.4K 0.02% 535
2022
Q3
$438K Buy
12,105
+1,212
+11% +$54K 0.04% 447
2022
Q2
$435K Sell
10,893
-4,556
-29% -$217K 0.04% 421
2022
Q1
$1.02M Buy
15,449
+1,543
+11% +$109K 0.07% 294
2021
Q4
$1.32M Sell
13,906
-713
-5% -$77.8K 0.08% 275
2021
Q3
$1.62M Sell
14,619
-9,434
-39% -$1.14M 0.11% 224
2021
Q2
$3.15M Buy
24,053
+741
+3% +$86.4K 0.21% 120
2021
Q1
$2.8M Buy
23,312
+781
+3% +$106K 0.2% 116
2020
Q4
$2.81M Sell
22,531
-1,865
-8% -$202K 0.19% 116
2020
Q3
$2.24M Sell
24,396
-1,129
-4% -$96.6K 0.19% 110
2020
Q2
$1.82M Buy
25,525
+2,414
+10% +$141K 0.17% 146
2020
Q1
$1.02M Buy
23,111
+3,150
+16% +$161K 0.15% 175
2019
Q4
$999K Buy
19,961
+816
+4% +$37.9K 0.11% 213
2019
Q3
$821K Sell
19,145
-696
-4% -$31.9K 0.09% 213
2019
Q2
$952K Buy
19,841
+4,052
+26% +$184K 0.11% 190
2019
Q1
$738K Buy
15,789
+866
+6% +$38.1K 0.09% 213
2018
Q4
$555K Buy
14,923
+118
+0.8% +$4.98K 0.08% 235
2018
Q3
$701K Buy
14,805
+690
+5% +$32.5K 0.08% 233
2018
Q2
$644K Buy
14,115
+1,225
+10% +$52.2K 0.08% 231
2018
Q1
$504K Buy
12,890
+1,166
+10% +$47.7K 0.07% 256
2017
Q4
$435K Buy
+11,724
New +$422K 0.06% 277

Other funds holding ARKK

Financial Advocates Investment Management's ARKK Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of ARK Innovation ETF (ARKK) in Q3 2025, closing a stake of 7,751 shares — an estimated $545K sold.

Financial Advocates Investment Management first reported a position in ARKK in Q4 2017 and held it in 31 quarters. The position peaked at $3.15M in Q2 2021. 622 funds tracked by Wall St. Rank hold ARKK as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining ARK Innovation ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,751 ARK Innovation ETF shares in Q3 2025, an estimated $545K.
  • Financial Advocates Investment Management first reported a position in ARK Innovation ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's ARK Innovation ETF position peaked at $3.15M in Q2 2021.
  • 622 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.