Institute for Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Institute for Wealth Management’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	$37.2K	Buy	+460	New	+$35.2K	﹤0.01%	956

Other funds holding ARKK

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

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

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Institute for Wealth Management's ARKK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 460 shares worth $37.2K. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings.

403 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Institute for Wealth Management held 460 shares of ARK Innovation ETF worth $37.2K as of Q2 2026.
ARK Innovation ETF was a new Institute for Wealth Management position in Q2 2026.
ARK Innovation ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #956 holding.
403 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.