Ground Swell Capital’s ARK Innovation ETF ARKK Stock Holding History

Ground Swell Capital’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
2021 Q3	–	Sell	-20,000	Closed	-$2.62M	–	72
2021 Q2	$2.62M	Buy	+20,000	New	+$2.33M	12.43%	1

Other funds holding ARKK

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Ground Swell Capital's ARKK Position: Q1 2025 in Review

Ground Swell Capital sold out of ARK Innovation ETF (ARKK) in Q1 2025, closing a stake of 14,373 shares — an estimated $816K sold.

Ground Swell Capital first reported a position in ARKK in Q3 2021 and held it in 2 quarters. The position peaked at $816K in Q4 2024. 554 funds tracked by Wall St. Rank hold ARKK as of Q1 2025.

Ground Swell Capital reported no remaining ARK Innovation ETF position as of Q1 2025 after selling out during the quarter.
Ground Swell Capital sold 14,373 ARK Innovation ETF shares in Q1 2025, an estimated $816K.
Ground Swell Capital first reported a position in ARK Innovation ETF in Q3 2021 and held it in 2 quarters.
Ground Swell Capital's ARK Innovation ETF position peaked at $816K in Q4 2024.
554 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.