Gleason Group’s ARK Innovation ETF ARKK Stock Holding History

Gleason Group’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 Q2	–	Sell	-15	Closed	-$751	–	269
2024 Q1	$751	Hold	15	–	–	﹤0.01%	196
2023 Q4	$786	Hold	15	–	–	﹤0.01%	209
2023 Q3	$595	Hold	15	–	–	﹤0.01%	220
2023 Q2	$662	Hold	15	–	–	﹤0.01%	216
2023 Q1	$605	Hold	15	–	–	﹤0.01%	212
2022 Q4	$469	Hold	15	–	–	﹤0.01%	214
2022 Q3	$1K	Sell	15 -10	-40%	-$445	﹤0.01%	213
2022 Q2	$1K	Buy	+25	New	+$1.19K	﹤0.01%	229

Other funds holding ARKK

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

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

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Gleason Group's ARKK Position: Q2 2024 in Review

Gleason Group sold out of ARK Innovation ETF (ARKK) in Q2 2024, closing a stake of 15 shares — an estimated $751 sold.

Gleason Group first reported a position in ARKK in Q2 2022 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 592 funds tracked by Wall St. Rank hold ARKK as of Q2 2024.

Gleason Group reported no remaining ARK Innovation ETF position as of Q2 2024 after selling out during the quarter.
Gleason Group sold 15 ARK Innovation ETF shares in Q2 2024, an estimated $751.
Gleason Group first reported a position in ARK Innovation ETF in Q2 2022 and held it in 8 quarters.
Gleason Group's ARK Innovation ETF position peaked at $1K in Q3 2022.
592 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2024.

Based on Gleason Group's 13F filing for Q2 2024, filed 12 Jul 2024.