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Guardian Wealth Advisors (North Carolina)’s ARK Innovation ETF ARKK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$341K Hold
4,214
– – 0.02% 294
2026
Q1 		$285K Sell
4,214
-443
-10% -$32.9K 0.02% 289
2025
Q4 		$358K Buy
4,657
+272
+6% +$22.5K 0.02% 268
2025
Q3 		$378K Buy
4,385
+47
+1% +$3.59K 0.02% 249
2025
Q2 		$305K Sell
4,338
-35
-0.8% -$1.93K 0.02% 266
2025
Q1 		$208K Sell
4,373
-155
-3% -$8.88K 0.02% 305
2024
Q4 		$257K Hold
4,528
– – 0.02% 272
2024
Q3 		$215K Sell
4,528
-150
-3% -$6.74K 0.02% 258
2024
Q2 		$206K Sell
4,678
-415
-8% -$18.5K 0.02% 255
2024
Q1 		$255K Sell
5,093
-2,242
-31% -$109K 0.03% 229
2023
Q4 		$384K Buy
7,335
+1,472
+25% +$63.7K 0.06% 167
2023
Q3 		$233K Buy
5,863
+73
+1% +$3.22K 0.04% 209
2023
Q2 		$256K Sell
5,790
-424
-7% -$16.9K 0.04% 188
2023
Q1 		$251K Buy
+6,214
New +$238K 0.04% 183
2022
Q4 		– Sell
-14,253
Closed -$538K – 378
2022
Q3 		$538K Sell
14,253
-1,289
-8% -$57.4K 0.1% 98
2022
Q2 		$620K Buy
15,542
+6,579
+73% +$313K 0.11% 90
2022
Q1 		$594K Sell
8,963
-529
-6% -$37.3K 0.26% 70
2021
Q4 		$898K Buy
+9,492
New +$1.04M 0.39% 51

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

Guardian Wealth Advisors (North Carolina)'s ARKK Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 4,214 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #294.

Guardian Wealth Advisors (North Carolina) first reported a position in ARKK in Q4 2021 and has held it in 18 quarters since. The position peaked at $898K in Q4 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,214 shares of ARK Innovation ETF worth $341K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) left its ARK Innovation ETF share count unchanged in Q2 2026.
  • ARK Innovation ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #294 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in ARK Innovation ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s ARK Innovation ETF position peaked at $898K in Q4 2021.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.