ICP
ARKK icon

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
2023
Q2 		– Sell
-1,500
Closed -$60.5K – 152
2023
Q1 		$60.5K Buy
+1,500
New +$57.5K 0.03% 214

Other funds holding ARKK

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 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. 127 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.
  • 127 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.