James Reed Financial Services’s ARK Innovation ETF ARKK Stock Holding History

James Reed Financial Services’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
2025 Q1	–	Sell	-18,262	Closed	-$1.04M	–	18
2024 Q4	$1.04M	Buy	+18,262	New	+$978K	1.08%	8
2022 Q3	$575K	Sell	15,242 -552	-3%	-$24.6K	0.86%	8
2022 Q2	$629K	Buy	15,794 +19	+0.1%	+$904	0.87%	8
2022 Q1	$1.04M	Sell	15,775 -288	-2%	-$20.3K	1.19%	6
2021 Q4	$1.52M	Buy	+16,063	New	+$1.75M	1.44%	8

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

James Reed Financial Services's ARKK Position: Q1 2025 in Review

James Reed Financial Services sold out of ARK Innovation ETF (ARKK) in Q1 2025, closing a stake of 18,262 shares — an estimated $1.04M sold.

James Reed Financial Services first reported a position in ARKK in Q4 2021 and held it in 5 quarters. The position peaked at $1.52M in Q4 2021. 554 funds tracked by Wall St. Rank hold ARKK as of Q1 2025.

James Reed Financial Services reported no remaining ARK Innovation ETF position as of Q1 2025 after selling out during the quarter.
James Reed Financial Services sold 18,262 ARK Innovation ETF shares in Q1 2025, an estimated $1.04M.
James Reed Financial Services first reported a position in ARK Innovation ETF in Q4 2021 and held it in 5 quarters.
James Reed Financial Services's ARK Innovation ETF position peaked at $1.52M in Q4 2021.
554 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2025.

Based on James Reed Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.