Garden State Investment Advisory Services’s ARK Innovation ETF ARKK Stock Holding History

Garden State Investment Advisory 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 Q4	–	Sell	-2,637	Closed	-$228K	–	327
2025 Q3	$228K	Sell	2,637 -369	-12%	-$28.2K	0.06%	268
2025 Q2	$211K	Buy	+3,006	New	+$166K	0.06%	272
2024 Q2	–	Sell	-5,038	Closed	-$249K	–	258
2024 Q1	$249K	Buy	5,038 +134	+3%	+$6.54K	0.09%	185
2023 Q4	$257K	Buy	+4,904	New	+$212K	0.1%	167
2023 Q3	–	Sell	-5,121	Closed	-$226K	–	222
2023 Q2	$226K	Sell	5,121 -143	-3%	-$5.68K	0.1%	178
2023 Q1	$212K	Buy	+5,264	New	+$202K	0.11%	178

Other funds holding ARKK

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Bank of America

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

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return