HWA
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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

MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return