GHP Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

GHP Investment 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
2024 Q4	–	Sell	-130	Closed	-$6.18K	–	980
2024 Q3	$6.18K	Buy	130 +30	+30%	+$1.35K	﹤0.01%	780
2024 Q2	$4.39K	Hold	100	–	–	﹤0.01%	788
2024 Q1	$5.01K	Hold	100	–	–	﹤0.01%	712
2023 Q4	$5.24K	Hold	100	–	–	﹤0.01%	707
2023 Q3	$3.78K	Hold	100	–	–	﹤0.01%	808
2023 Q2	$4.28K	Hold	100	–	–	﹤0.01%	786
2023 Q1	$4.03K	Hold	100	–	–	﹤0.01%	790
2022 Q4	$3.12K	Hold	100	–	–	﹤0.01%	805
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	792
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	811
2022 Q1	$7K	Buy	+100	New	+$7.06K	﹤0.01%	776

Other funds holding ARKK

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Bank of America

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

JP Morgan Chase

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group

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