Focus Partners Wealth
ARKK icon

Focus Partners Wealth’s ARK Innovation ETF ARKK Stock Holding History

Focus Partners Wealth’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 		$468K Buy
6,920
+1,364
+25% +$101K ﹤0.01% 1965
2025
Q4 		$428K Sell
5,556
-2,171
-28% -$180K ﹤0.01% 2023
2025
Q3 		$667K Buy
7,727
+2,054
+36% +$157K ﹤0.01% 1468
2025
Q2 		$399K Sell
5,673
-1,422
-20% -$78.4K ﹤0.01% 1550
2025
Q1 		$338K Buy
7,095
+823
+13% +$47.2K ﹤0.01% 1516
2024
Q4 		$356K Buy
+6,272
New +$336K ﹤0.01% 1474
2024
Q3 		– Sell
-5,505
Closed -$242K – 1577
2024
Q2 		$242K Buy
5,505
+736
+15% +$32.9K ﹤0.01% 1122
2024
Q1 		$239K Sell
4,769
-27
-0.6% -$1.32K ﹤0.01% 889
2023
Q4 		$251K Buy
+4,796
New +$208K ﹤0.01% 706

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return