Impact Partnership Wealth’s ARK Innovation ETF ARKK Stock Holding History

Impact Partnership Wealth’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 Q2	–	Sell	-612	Closed	-$30.6K	–	243
2024 Q1	$30.6K	Hold	612	–	–	0.01%	356
2023 Q4	$32K	Buy	612 +285	+87%	+$12.3K	0.01%	374
2023 Q3	$13K	Buy	327 +310	+1,824%	+$13.7K	﹤0.01%	548
2023 Q2	$750	Buy	+17	New	+$676	﹤0.01%	832

Other funds holding ARKK

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Impact Partnership Wealth's ARKK Position: Q2 2024 in Review

Impact Partnership Wealth sold out of ARK Innovation ETF (ARKK) in Q2 2024, closing a stake of 612 shares — an estimated $30.6K sold.

Impact Partnership Wealth first reported a position in ARKK in Q2 2023 and held it in 4 quarters. The position peaked at $32K in Q4 2023. 593 funds tracked by Wall St. Rank hold ARKK as of Q2 2024.

Impact Partnership Wealth reported no remaining ARK Innovation ETF position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 612 ARK Innovation ETF shares in Q2 2024, an estimated $30.6K.
Impact Partnership Wealth first reported a position in ARK Innovation ETF in Q2 2023 and held it in 4 quarters.
Impact Partnership Wealth's ARK Innovation ETF position peaked at $32K in Q4 2023.
593 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.