Householder Group Estate & Retirement Specialist’s ARK Innovation ETF ARKK Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-1,349	Closed	-$64K	–	569
2024 Q3	$64K	Sell	1,349 -354	-21%	-$15.9K	0.02%	442
2024 Q2	$74K	Sell	1,703 -24,221	-93%	-$1.08M	0.02%	404
2024 Q1	$1.3M	Buy	25,924 +13,375	+107%	+$652K	0.39%	52
2023 Q4	$657K	Buy	12,549 +974	+8%	+$42.2K	0.22%	94
2023 Q3	$459K	Buy	+11,575	New	+$510K	0.17%	112
2023 Q1	$17K	Buy	+427	New	+$16.4K	0.01%	664
2022 Q4	–	Sell	-587	Closed	-$22K	–	379
2022 Q3	$22K	Buy	+587	New	+$26.1K	0.01%	554

Other funds holding ARKK

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ARKK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of ARK Innovation ETF (ARKK) in Q4 2024, closing a stake of 1,349 shares — an estimated $64K sold.

Householder Group Estate & Retirement Specialist first reported a position in ARKK in Q3 2022 and held it in 7 quarters. The position peaked at $1.3M in Q1 2024. 609 funds tracked by Wall St. Rank hold ARKK as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining ARK Innovation ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,349 ARK Innovation ETF shares in Q4 2024, an estimated $64K.
Householder Group Estate & Retirement Specialist first reported a position in ARK Innovation ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's ARK Innovation ETF position peaked at $1.3M in Q1 2024.
609 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.