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Global Retirement Partners’s ARK Innovation ETF ARKK Stock Holding History

Global Retirement Partners’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
Q2 		$600K Buy
+7,419
New +$567K 0.01% 956
2025
Q4 		$632K Buy
8,219
+444
+6% +$36.8K 0.01% 834
2025
Q3 		$671K Buy
7,775
+807
+12% +$61.7K 0.02% 667
2025
Q2 		$490K Buy
+6,968
New +$384K 0.01% 717
2024
Q4 		$283K Sell
4,992
-1,509
-23% -$80.8K 0.01% 823
2024
Q3 		$309K Sell
6,501
-1,277
-16% -$57.4K 0.01% 764
2024
Q2 		$342K Buy
7,778
+1,952
+34% +$87.2K 0.01% 705
2024
Q1 		$292K Sell
5,826
-386
-6% -$18.8K 0.01% 663
2023
Q4 		$290K Buy
6,212
+991
+19% +$42.9K 0.01% 623
2023
Q3 		$201K Sell
5,221
-379
-7% -$16.7K 0.01% 661
2023
Q2 		$247K Sell
5,600
-47
-0.8% -$1.87K 0.01% 619
2023
Q1 		$196K Sell
5,647
-129
-2% -$4.94K 0.01% 673
2022
Q4 		$180K Sell
5,776
-2,752
-32% -$98.4K 0.01% 619
2022
Q3 		$326K Sell
8,528
-908
-10% -$40.4K 0.02% 442
2022
Q2 		$376K Buy
9,436
+528
+6% +$25.1K 0.03% 405
2022
Q1 		$349K Buy
+8,908
New +$629K 0.03% 424
2021
Q4 		– Sell
-26,177
Closed -$2.89M – 337
2021
Q3 		$2.89M Sell
26,177
-731
-3% -$88K 0.29% 64
2021
Q2 		$3.52M Buy
26,908
+6,678
+33% +$778K 0.36% 52
2021
Q1 		$2.43M Buy
20,230
+18,191
+892% +$2.46M 0.28% 71
2020
Q4 		$254K Buy
2,039
+1,359
+200% +$147K 0.03% 351
2020
Q3 		$63K Buy
680
+580
+580% +$49.6K 0.01% 583
2020
Q2 		$7K Buy
+100
New +$5.85K ﹤0.01% 1191
2019
Q2 		– Sell
-1,551
Closed -$72K – 1591
2019
Q1 		$72K Hold
1,551
– – 0.02% 456
2018
Q4 		$58K Hold
1,551
– – 0.01% 479
2018
Q3 		$73K Hold
1,551
– – 0.02% 471
2018
Q2 		$70K Hold
1,551
– – 0.02% 457
2018
Q1 		$61K Hold
1,551
– – 0.02% 477
2017
Q4 		$58K Buy
+1,551
New +$55.8K 0.02% 462

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Retirement Partners's ARKK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 7,419 shares worth $600K. The stake represents 0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ARKK as recently as Q4 2025.

Global Retirement Partners first reported a position in ARKK in Q4 2017 and has held it in 28 quarters since. The position peaked at $3.52M in Q2 2021. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Global Retirement Partners held 7,419 shares of ARK Innovation ETF worth $600K as of Q2 2026.
  • ARK Innovation ETF was a new Global Retirement Partners position in Q2 2026.
  • ARK Innovation ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #956 holding.
  • Global Retirement Partners first reported a position in ARK Innovation ETF in Q4 2017 and has held it in 28 quarters since.
  • Global Retirement Partners's ARK Innovation ETF position peaked at $3.52M in Q2 2021.
  • 636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.