Houlihan Financial Resource Group’s ARK Innovation ETF ARKK Stock Holding History

Houlihan Financial Resource Group’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	$354K	Hold	4,376	–	–	0.13%	94
2026 Q1	$296K	Hold	4,376	–	–	0.12%	95
2025 Q4	$334K	Buy	+4,376	New	+$362K	0.13%	92
2025 Q3	–	Sell	-5,899	Closed	-$425K	–	73
2025 Q2	$425K	Sell	5,899 -1,930	-25%	-$106K	0.18%	80
2025 Q1	$373K	Sell	7,829 -898	-10%	-$51.5K	0.17%	80
2024 Q4	$495K	Sell	8,727 -772	-8%	-$41.4K	0.21%	70
2024 Q3	$451K	Sell	9,499 -815	-8%	-$36.6K	0.19%	79
2024 Q2	$453K	Sell	10,314 -80	-0.8%	-$3.57K	0.31%	45
2024 Q1	$521K	Sell	10,394 -155	-1%	-$7.56K	0.23%	65
2023 Q4	$552K	Sell	10,549 -900	-8%	-$39K	0.27%	60
2023 Q3	$435K	Sell	11,449 -250,540	-96%	-$11M	0.23%	67
2023 Q2	$10.4M	Buy	261,989 +250,440	+2,168%	+$9.95M	0.32%	39
2023 Q1	$466K	Sell	11,549 -5	-0%	-$192	0.25%	67
2022 Q4	$391K	Sell	11,554 -7,482	-39%	-$267K	0.23%	67
2022 Q3	$692K	Buy	+19,036	New	+$848K	0.42%	50
2020 Q3	$1.44M	Buy	+14,536	New	+$1.24M	0.83%	37

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

Houlihan Financial Resource Group's ARKK Position: Q2 2026 in Review

Houlihan Financial Resource Group held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 4,376 shares worth $354K. The position accounts for 0.13% of the portfolio, ranked #94.

Houlihan Financial Resource Group first reported a position in ARKK in Q3 2020 and has held it in 16 quarters since. The position peaked at $10.4M in Q2 2023. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Houlihan Financial Resource Group held 4,376 shares of ARK Innovation ETF worth $354K as of Q2 2026.
Houlihan Financial Resource Group left its ARK Innovation ETF share count unchanged in Q2 2026.
ARK Innovation ETF made up 0.13% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #94 holding.
Houlihan Financial Resource Group first reported a position in ARK Innovation ETF in Q3 2020 and has held it in 16 quarters since.
Houlihan Financial Resource Group's ARK Innovation ETF position peaked at $10.4M in Q2 2023.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.