Medallion Wealth Advisors, LLC’s ARK Innovation ETF ARKK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.52M Sell
2025
Q4
$3M Sell
2025
Q3
$3.59M Sell
2025
Q2
$3.16M Sell
2025
Q1
$2.41M Buy
2024
Q4
$2.68M Buy