Golden State Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Golden State Wealth Management’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	$240K	Sell	2,965 -4	-0.1%	-$306	0.02%	392
2026 Q1	$201K	Sell	2,969 -710	-19%	-$52.7K	0.02%	386
2025 Q4	$283K	Sell	3,679 -22	-0.6%	-$1.82K	0.03%	334
2025 Q3	$319K	Buy	3,701 +116	+3%	+$8.87K	0.04%	306
2025 Q2	$252K	Sell	3,585 -70	-2%	-$3.86K	0.03%	328
2025 Q1	$174K	Sell	3,655 -400	-10%	-$22.9K	0.03%	354
2024 Q4	$230K	Buy	+4,055	New	+$217K	0.03%	299
2022 Q1	$207K	Sell	3,127 -12,579	-80%	-$888K	0.04%	292
2021 Q4	$1.49M	Sell	15,706 -72	-0.5%	-$7.86K	0.26%	75
2021 Q3	$1.74M	Buy	15,778 +733	+5%	+$88.2K	0.38%	49
2021 Q2	$1.97M	Buy	15,045 +13,173	+704%	+$1.54M	0.43%	47
2021 Q1	$224K	Buy	+1,872	New	+$253K	0.07%	184
2020 Q2	–	Sell	-400	Closed	-$18K	–	304
2020 Q1	$18K	Buy	+400	New	+$20.4K	0.01%	515
2019 Q4	–	Sell	-400	Closed	-$17K	–	106
2019 Q3	$17K	Hold	400	–	–	0.01%	641
2019 Q2	$19K	Sell	400 -8	-2%	-$364	0.01%	621
2019 Q1	$19K	Buy	+408	New	+$18K	0.01%	635

Other funds holding ARKK

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

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

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

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

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

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

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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Golden State Wealth Management's ARKK Position: Q2 2026 in Review

Golden State Wealth Management reduced its ARK Innovation ETF (ARKK) stake by 0.13% in Q2 2026, selling an estimated $306 and leaving 2,965 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #392.

Golden State Wealth Management first reported a position in ARKK in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.97M in Q2 2021. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Golden State Wealth Management held 2,965 shares of ARK Innovation ETF worth $240K as of Q2 2026.
Golden State Wealth Management sold 4 ARK Innovation ETF shares in Q2 2026, an estimated $306.
ARK Innovation ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #392 holding.
Golden State Wealth Management first reported a position in ARK Innovation ETF in Q1 2019 and has held it in 16 quarters since.
Golden State Wealth Management's ARK Innovation ETF position peaked at $1.97M in Q2 2021.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.