Janiczek Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Janiczek 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
2024 Q2	$967	Hold	22	–	–	﹤0.01%	931
2024 Q1	$1.1K	Hold	22	–	–	﹤0.01%	934
2023 Q4	$1.15K	Hold	22	–	–	﹤0.01%	917
2023 Q3	$873	Hold	22	–	–	﹤0.01%	929
2023 Q2	$972	Hold	22	–	–	﹤0.01%	845
2023 Q1	$854	Hold	22	–	–	﹤0.01%	864
2022 Q4	$781	Hold	22	–	–	﹤0.01%	880
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	806
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	826
2022 Q1	$1K	Hold	22	–	–	﹤0.01%	822
2021 Q4	$2K	Sell	22 -24	-52%	-$2.62K	﹤0.01%	810
2021 Q3	$5K	Sell	46 -140	-75%	-$16.9K	﹤0.01%	681
2021 Q2	$24K	Buy	+186	New	+$21.7K	0.01%	385
2021 Q1	–	Sell	-22	Closed	-$3K	–	858
2020 Q4	$3K	Hold	22	–	–	﹤0.01%	643
2020 Q3	$2K	Hold	22	–	–	﹤0.01%	495
2020 Q2	$2K	Hold	22	–	–	﹤0.01%	270
2020 Q1	$1K	Hold	22	–	–	﹤0.01%	138
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	139
2019 Q3	$1K	Hold	22	–	–	﹤0.01%	141
2019 Q2	$1K	Hold	22	–	–	﹤0.01%	168
2019 Q1	$1K	Hold	22	–	–	﹤0.01%	146
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	144
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	129
2018 Q2	$1K	Buy	+22	New	+$938	﹤0.01%	139

Other funds holding ARKK

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

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Janiczek Wealth Management's ARKK Position: Q2 2024 in Review

Janiczek Wealth Management held its ARK Innovation ETF (ARKK) position steady in Q2 2024 at 22 shares worth $967. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Janiczek Wealth Management first reported a position in ARKK in Q2 2018 and has held it in 24 quarters since. The position peaked at $24K in Q2 2021. 590 funds tracked by Wall St. Rank hold ARKK as of Q2 2024.

Janiczek Wealth Management held 22 shares of ARK Innovation ETF worth $967 as of Q2 2024.
Janiczek Wealth Management left its ARK Innovation ETF share count unchanged in Q2 2024.
ARK Innovation ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #931 holding.
Janiczek Wealth Management first reported a position in ARK Innovation ETF in Q2 2018 and has held it in 24 quarters since.
Janiczek Wealth Management's ARK Innovation ETF position peaked at $24K in Q2 2021.
590 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.