Financial Partners Group (Kansas)’s ARK Innovation ETF ARKK Stock Holding History

Financial Partners Group (Kansas)’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
2022 Q4	–	Sell	-6,356	Closed	-$240K	–	166
2022 Q3	$240K	Sell	6,356 -77	-1%	-$3.43K	0.06%	124
2022 Q2	$257K	Buy	6,433 +105	+2%	+$5K	0.06%	120
2022 Q1	$419K	Buy	6,328 +329	+5%	+$23.2K	0.09%	111
2021 Q4	$452K	Sell	5,999 -8,049	-57%	-$879K	0.1%	107
2021 Q3	$1.55M	Buy	14,048 +112	+0.8%	+$13.5K	0.37%	44
2021 Q2	$1.82M	Sell	13,936 -11	-0.1%	-$1.28K	0.47%	37
2021 Q1	$1.67M	Buy	13,947 +11,479	+465%	+$1.55M	0.47%	38
2020 Q4	$357K	Buy	+2,468	New	+$268K	0.11%	86

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAMH

Shanda Asset Management Holdings Tortola,, British Virgin Islands $2.09B AUM 39.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Partners Group (Kansas)'s ARKK Position: Q4 2022 in Review

Financial Partners Group (Kansas) sold out of ARK Innovation ETF (ARKK) in Q4 2022, closing a stake of 6,356 shares — an estimated $240K sold.

Financial Partners Group (Kansas) first reported a position in ARKK in Q4 2020 and held it in 8 quarters. The position peaked at $1.82M in Q2 2021. 596 funds tracked by Wall St. Rank hold ARKK as of Q4 2022.

Financial Partners Group (Kansas) reported no remaining ARK Innovation ETF position as of Q4 2022 after selling out during the quarter.
Financial Partners Group (Kansas) sold 6,356 ARK Innovation ETF shares in Q4 2022, an estimated $240K.
Financial Partners Group (Kansas) first reported a position in ARK Innovation ETF in Q4 2020 and held it in 8 quarters.
Financial Partners Group (Kansas)'s ARK Innovation ETF position peaked at $1.82M in Q2 2021.
596 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2022.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2022, filed 14 Feb 2023.