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J. Derek Lewis & Associates’s ARK Innovation ETF ARKK Stock Holding History

J. Derek Lewis & Associates’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 		$233K Buy
+2,877
New +$220K 0.04% 170
2026
Q1 		– Sell
-2,877
Closed -$221K – 213
2025
Q4 		$221K Buy
+2,877
New +$238K 0.05% 160

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Citigroup
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LPL Financial
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ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

J. Derek Lewis & Associates's ARKK Position: Q2 2026 in Review

J. Derek Lewis & Associates opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 2,877 shares worth $233K. The stake represents 0.04% of the portfolio and ranks #170 among its holdings. This is a return to the name: J. Derek Lewis & Associates previously reported a position in ARKK as recently as Q4 2025.

J. Derek Lewis & Associates first reported a position in ARKK in Q4 2025 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • J. Derek Lewis & Associates held 2,877 shares of ARK Innovation ETF worth $233K as of Q2 2026.
  • ARK Innovation ETF was a new J. Derek Lewis & Associates position in Q2 2026.
  • ARK Innovation ETF made up 0.04% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #170 holding.
  • J. Derek Lewis & Associates first reported a position in ARK Innovation ETF in Q4 2025 and has held it in 2 quarters since.
  • 381 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.