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HL Financial Services’s ARK Innovation ETF ARKK Stock Holding History

HL Financial Services’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
2019
Q1 		$236K Buy
+5,053
New +$222K ﹤0.01% 671
2018
Q4 		– Sell
-5,694
Closed -$270K – 715
2018
Q3 		$270K Buy
+5,694
New +$268K ﹤0.01% 666

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

HL Financial Services's ARKK Position: Q1 2019 in Review

HL Financial Services opened a new position in ARK Innovation ETF (ARKK) in Q1 2019: 5,053 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: HL Financial Services previously reported a position in ARKK as recently as Q3 2018.

HL Financial Services first reported a position in ARKK in Q3 2018 and has held it in 2 quarters since. The position peaked at $270K in Q3 2018. 166 funds tracked by Wall St. Rank hold ARKK as of Q1 2019.

  • HL Financial Services held 5,053 shares of ARK Innovation ETF worth $236K as of Q1 2019.
  • ARK Innovation ETF was a new HL Financial Services position in Q1 2019.
  • ARK Innovation ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #671 holding.
  • HL Financial Services first reported a position in ARK Innovation ETF in Q3 2018 and has held it in 2 quarters since.
  • HL Financial Services's ARK Innovation ETF position peaked at $270K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.