Grant Private Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Grant Private 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	$1.64M	Sell	20,318 -1,187	-6%	-$90.8K	0.69%	29
2026 Q1	$1.45M	Sell	21,505 -1,564	-7%	-$116K	0.77%	24
2025 Q4	$1.77M	Sell	23,069 -234	-1%	-$19.4K	1.07%	20
2025 Q3	$2.01M	Buy	+23,303	New	+$1.78M	1.24%	17
2025 Q2	–	Sell	-24,985	Closed	-$1.19M	–	79
2025 Q1	$1.19M	Sell	24,985 -1,120	-4%	-$64.2K	1.28%	21
2024 Q4	$1.48M	Buy	+26,105	New	+$1.4M	1.6%	20

Other funds holding ARKK

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

MPCA

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Grant Private Wealth Management's ARKK Position: Q2 2026 in Review

Grant Private Wealth Management reduced its ARK Innovation ETF (ARKK) stake by 5.5% in Q2 2026, selling an estimated $90.8K and leaving 20,318 shares worth $1.64M. The position accounts for 0.69% of the portfolio, ranked #29.

Grant Private Wealth Management first reported a position in ARKK in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.01M in Q3 2025. 87 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Grant Private Wealth Management held 20,318 shares of ARK Innovation ETF worth $1.64M as of Q2 2026.
Grant Private Wealth Management sold 1,187 ARK Innovation ETF shares in Q2 2026, an estimated $90.8K.
ARK Innovation ETF made up 0.69% of Grant Private Wealth Management's portfolio in Q2 2026, its #29 holding.
Grant Private Wealth Management first reported a position in ARK Innovation ETF in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's ARK Innovation ETF position peaked at $2.01M in Q3 2025.
87 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.