Financial Engines Advisors
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Financial Engines Advisors’s ARK Innovation ETF ARKK Stock Holding History

Financial Engines 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
Q1 		– Sell
-2,931
Closed -$225K – 532
2025
Q4 		$225K Buy
2,931
+150
+5% +$12.4K ﹤0.01% 510
2025
Q3 		$240K Buy
+2,781
New +$213K ﹤0.01% 504
2022
Q2 		– Sell
-4,012
Closed -$266K – 298
2022
Q1 		$266K Sell
4,012
-20
-0.5% -$1.41K ﹤0.01% 272
2021
Q4 		$381K Buy
4,032
+1,962
+95% +$214K ﹤0.01% 183
2021
Q3 		$228K Buy
+2,070
New +$249K ﹤0.01% 250

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Financial Engines Advisors's ARKK Position: Q1 2026 in Review

Financial Engines Advisors sold out of ARK Innovation ETF (ARKK) in Q1 2026, closing a stake of 2,931 shares — an estimated $225K sold.

Financial Engines Advisors first reported a position in ARKK in Q3 2021 and held it in 5 quarters. The position peaked at $381K in Q4 2021. 591 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • Financial Engines Advisors reported no remaining ARK Innovation ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Engines Advisors sold 2,931 ARK Innovation ETF shares in Q1 2026, an estimated $225K.
  • Financial Engines Advisors first reported a position in ARK Innovation ETF in Q3 2021 and held it in 5 quarters.
  • Financial Engines Advisors's ARK Innovation ETF position peaked at $381K in Q4 2021.
  • 591 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.