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Independent Financial Group’s ARK Innovation ETF ARKK Stock Holding History

Independent Financial 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
Q3 		$1.76M Buy
19,740
+3,483
+21% +$285K 0.03% 498
2026
Q2 		$1.31M Sell
16,257
-1,739
-10% -$133K 0.02% 587
2026
Q1 		$1.22M Sell
17,996
-841
-4% -$62.4K 0.03% 553
2025
Q4 		$1.45M Buy
18,837
+273
+1% +$22.6K 0.03% 500
2025
Q3 		$1.6M Sell
18,564
-542
-3% -$41.4K 0.04% 454
2025
Q2 		$1.34M Sell
19,106
-451
-2% -$24.9K 0.04% 453
2025
Q1 		$931K Sell
19,557
-7,248
-27% -$415K 0.03% 501
2024
Q4 		$1.52M Buy
26,805
+5,497
+26% +$295K 0.05% 361
2024
Q3 		$1.01M Sell
21,308
-100,809
-83% -$4.53M 0.04% 443
2024
Q2 		$5.37M Sell
122,117
-23,251
-16% -$1.04M 0.22% 91
2024
Q1 		$7.28M Sell
145,368
-23,541
-14% -$1.15M 0.33% 59
2023
Q4 		$8.85M Buy
168,909
+38,517
+30% +$1.67M 0.47% 28
2023
Q3 		$5.17M Buy
130,392
+34,875
+37% +$1.54M 0.34% 54
2023
Q2 		$4.22M Buy
95,517
+35,067
+58% +$1.39M 0.29% 66
2023
Q1 		$2.44M Buy
60,450
+30,484
+102% +$1.17M 0.2% 118
2022
Q4 		$936K Buy
29,966
+8,594
+40% +$307K 0.08% 252
2022
Q3 		$806K Sell
21,372
-5,711
-21% -$254K 0.07% 271
2022
Q2 		$1.08M Buy
27,083
+5,196
+24% +$247K 0.12% 211
2022
Q1 		$1.45M Sell
21,887
-8,603
-28% -$607K 0.12% 174
2021
Q4 		$2.88M Sell
30,490
-7,731
-20% -$844K 0.24% 81
2021
Q3 		$4.22M Buy
38,221
+5,208
+16% +$627K 0.43% 39
2021
Q2 		$4.32M Sell
33,013
-4,000
-11% -$466K 0.46% 35
2021
Q1 		$4.44M Buy
37,013
+5,169
+16% +$699K 0.57% 28
2020
Q4 		$3.96M Buy
31,844
+16,831
+112% +$1.82M 0.58% 28
2020
Q3 		$1.38M Buy
15,013
+2,663
+22% +$228K 0.26% 92
2020
Q2 		$881K Buy
+12,350
New +$722K 0.19% 132

Other funds holding ARKK

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Independent Financial Group's ARKK Position: Q3 2026 in Review

Independent Financial Group increased its ARK Innovation ETF (ARKK) stake by 21% in Q3 2026, buying an estimated $285K and bringing the position to 19,740 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #498.

Independent Financial Group first reported a position in ARKK in Q2 2020 and has held it in 26 quarters since. The position peaked at $8.85M in Q4 2023. 48 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • Independent Financial Group held 19,740 shares of ARK Innovation ETF worth $1.76M as of Q3 2026.
  • Independent Financial Group bought 3,483 ARK Innovation ETF shares in Q3 2026, an estimated $285K.
  • ARK Innovation ETF made up 0.03% of Independent Financial Group's portfolio in Q3 2026, its #498 holding.
  • Independent Financial Group first reported a position in ARK Innovation ETF in Q2 2020 and has held it in 26 quarters since.
  • Independent Financial Group's ARK Innovation ETF position peaked at $8.85M in Q4 2023.
  • 48 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.