First Business Financial Services’s ARK Innovation ETF ARKK Stock Holding History

First Business Financial Services’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
2025 Q1	–	Sell	-5,057	Closed	-$287K	–	172
2024 Q4	$287K	Hold	5,057	–	–	0.03%	146
2024 Q3	$240K	Hold	5,057	–	–	0.02%	147
2024 Q2	$222K	Sell	5,057 -167	-3%	-$7.46K	0.02%	147
2024 Q1	$262K	Hold	5,224	–	–	0.03%	141
2023 Q4	$274K	Sell	5,224 -140	-3%	-$6.06K	0.03%	139
2023 Q3	$213K	Buy	+5,364	New	+$236K	0.03%	159
2023 Q1	–	Sell	-7,224	Closed	-$226K	–	169
2022 Q4	$226K	Sell	7,224 -11,003	-60%	-$393K	0.03%	153
2022 Q3	$688K	Buy	18,227 +253	+1%	+$11.3K	0.1%	85
2022 Q2	$717K	Sell	17,974 -823	-4%	-$39.2K	0.1%	84
2022 Q1	$1.25M	Buy	18,797 +7,170	+62%	+$506K	0.14%	64
2021 Q4	$1.1M	Buy	11,627 +5,800	+100%	+$633K	0.12%	73
2021 Q3	$644K	Hold	5,827	–	–	0.07%	95
2021 Q2	$762K	Buy	+5,827	New	+$679K	0.09%	82

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

First Business Financial Services's ARKK Position: Q1 2025 in Review

First Business Financial Services sold out of ARK Innovation ETF (ARKK) in Q1 2025, closing a stake of 5,057 shares — an estimated $287K sold.

First Business Financial Services first reported a position in ARKK in Q2 2021 and held it in 13 quarters. The position peaked at $1.25M in Q1 2022. 554 funds tracked by Wall St. Rank hold ARKK as of Q1 2025.

First Business Financial Services reported no remaining ARK Innovation ETF position as of Q1 2025 after selling out during the quarter.
First Business Financial Services sold 5,057 ARK Innovation ETF shares in Q1 2025, an estimated $287K.
First Business Financial Services first reported a position in ARK Innovation ETF in Q2 2021 and held it in 13 quarters.
First Business Financial Services's ARK Innovation ETF position peaked at $1.25M in Q1 2022.
554 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2025.

Based on First Business Financial Services's 13F filing for Q1 2025, filed 2 May 2025.