HHM Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

HHM Wealth Advisors’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	$24.2K	Sell	300 -50	-14%	-$3.82K	﹤0.01%	496
2026 Q1	$23.7K	Buy	350 +150	+75%	+$11.1K	﹤0.01%	481
2025 Q4	$15.4K	Hold	200	–	–	﹤0.01%	540
2025 Q3	$17.3K	Hold	200	–	–	﹤0.01%	535
2025 Q2	$14.1K	Hold	200	–	–	﹤0.01%	560
2025 Q1	$9.52K	Hold	200	–	–	﹤0.01%	599
2024 Q4	$11.4K	Sell	200 -108	-35%	-$5.79K	﹤0.01%	573
2024 Q3	$14.6K	Hold	308	–	–	﹤0.01%	510
2024 Q2	$13.5K	Hold	308	–	–	﹤0.01%	506
2024 Q1	$15.4K	Buy	308 +25	+9%	+$1.22K	﹤0.01%	457
2023 Q4	$14.8K	Buy	283 +200	+241%	+$8.66K	﹤0.01%	450
2023 Q3	$3.29K	Sell	83 -134	-62%	-$5.91K	﹤0.01%	683
2023 Q2	$9.59K	Buy	217 +64	+42%	+$2.54K	﹤0.01%	541
2023 Q1	$6.18K	Hold	153	–	–	﹤0.01%	610
2022 Q4	$4.79K	Hold	153	–	–	﹤0.01%	536
2022 Q3	$6K	Hold	153	–	–	﹤0.01%	497
2022 Q2	$6K	Hold	153	–	–	﹤0.01%	605
2022 Q1	$10K	Buy	153 +1	+0.7%	+$71	﹤0.01%	533
2021 Q4	$14K	Hold	152	–	–	﹤0.01%	480
2021 Q3	$17K	Buy	152 +22	+17%	+$2.65K	﹤0.01%	424
2021 Q2	$17K	Buy	130 +30	+30%	+$3.5K	﹤0.01%	413
2021 Q1	$12K	Buy	+100	New	+$13.5K	﹤0.01%	431

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

HHM Wealth Advisors's ARKK Position: Q2 2026 in Review

HHM Wealth Advisors reduced its ARK Innovation ETF (ARKK) stake by 14% in Q2 2026, selling an estimated $3.82K and leaving 300 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

HHM Wealth Advisors first reported a position in ARKK in Q1 2021 and has held it in 22 quarters since. 639 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

HHM Wealth Advisors held 300 shares of ARK Innovation ETF worth $24.2K as of Q2 2026.
HHM Wealth Advisors sold 50 ARK Innovation ETF shares in Q2 2026, an estimated $3.82K.
ARK Innovation ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #496 holding.
HHM Wealth Advisors first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 22 quarters since.
639 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.