Interchange Capital Partners’s ARK Innovation ETF ARKK Stock Holding History

Interchange Capital Partners’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	$300K	Sell	3,713 -1,371	-27%	-$105K	0.06%	298
2026 Q1	$242K	Buy	5,084 +1,032	+25%	+$76.6K	0.08%	237
2025 Q4	$312K	Sell	4,052 -182	-4%	-$15.1K	0.06%	294
2025 Q3	$365K	Hold	4,234	–	–	0.07%	226
2025 Q2	$298K	Sell	4,234 -850	-17%	-$46.9K	0.07%	219
2025 Q1	$242K	Sell	5,084 -37	-0.7%	-$2.12K	0.07%	233
2024 Q4	$291K	Sell	5,121 -406	-7%	-$21.8K	0.1%	193
2024 Q3	$263K	Buy	5,527 +47	+0.9%	+$2.11K	0.09%	214
2024 Q2	$241K	Buy	+5,480	New	+$245K	0.09%	227
2023 Q2	–	Sell	-5,321	Closed	-$215K	–	153
2023 Q1	$215K	Buy	+5,321	New	+$204K	0.12%	192
2022 Q4	–	Sell	-6,206	Closed	-$234K	–	128
2022 Q3	$234K	Buy	+6,206	New	+$276K	0.26%	121
2022 Q2	–	Sell	-9,436	Closed	-$625K	–	155
2022 Q1	$625K	Sell	9,436 -16,463	-64%	-$1.16M	0.64%	39
2021 Q4	$2.45M	Buy	25,899 +21,813	+534%	+$2.38M	2.46%	7
2021 Q3	$451K	Sell	4,086 -2	-0%	-$241	0.75%	49
2021 Q2	$534K	Sell	4,088 -1,975	-33%	-$230K	0.83%	44
2021 Q1	$857K	Buy	6,063 +4,316	+247%	+$584K	0.46%	65
2020 Q4	$217K	Buy	+1,747	New	+$189K	0.12%	197

Other funds holding ARKK

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

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

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

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

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

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

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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Interchange Capital Partners's ARKK Position: Q2 2026 in Review

Interchange Capital Partners reduced its ARK Innovation ETF (ARKK) stake by 27% in Q2 2026, selling an estimated $105K and leaving 3,713 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #298.

Interchange Capital Partners first reported a position in ARKK in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.45M in Q4 2021. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Interchange Capital Partners held 3,713 shares of ARK Innovation ETF worth $300K as of Q2 2026.
Interchange Capital Partners sold 1,371 ARK Innovation ETF shares in Q2 2026, an estimated $105K.
ARK Innovation ETF made up 0.06% of Interchange Capital Partners's portfolio in Q2 2026, its #298 holding.
Interchange Capital Partners first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 17 quarters since.
Interchange Capital Partners's ARK Innovation ETF position peaked at $2.45M in Q4 2021.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.