JFS Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

JFS Wealth Advisors’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	$5.66K	Hold	70	–	–	﹤0.01%	1235
2026 Q1	$4.73K	Hold	70	–	–	﹤0.01%	1214
2025 Q4	$5.38K	Buy	70 +6	+9%	+$497	﹤0.01%	1211
2025 Q3	$5.52K	Buy	+64	New	+$4.89K	﹤0.01%	1079
2023 Q2	–	Sell	-533	Closed	-$21.5K	–	1977
2023 Q1	$21.5K	Buy	533 +100	+23%	+$3.83K	﹤0.01%	520
2022 Q4	$13.5K	Hold	433	–	–	﹤0.01%	613
2022 Q3	$16K	Hold	433	–	–	﹤0.01%	615
2022 Q2	$17K	Hold	433	–	–	﹤0.01%	616
2022 Q1	$29K	Sell	433 -536	-55%	-$37.8K	﹤0.01%	523
2021 Q4	$92K	Buy	969 +106	+12%	+$11.6K	0.01%	319
2021 Q3	$95K	Buy	+863	New	+$104K	0.01%	319
2021 Q2	–	Sell	-64	Closed	-$8K	–	595
2021 Q1	$8K	Buy	+64	New	+$8.66K	﹤0.01%	430

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

JFS Wealth Advisors's ARKK Position: Q2 2026 in Review

JFS Wealth Advisors held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 70 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

JFS Wealth Advisors first reported a position in ARKK in Q1 2021 and has held it in 12 quarters since. The position peaked at $95K in Q3 2021. 632 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

JFS Wealth Advisors held 70 shares of ARK Innovation ETF worth $5.66K as of Q2 2026.
JFS Wealth Advisors left its ARK Innovation ETF share count unchanged in Q2 2026.
ARK Innovation ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1235 holding.
JFS Wealth Advisors first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 12 quarters since.
JFS Wealth Advisors's ARK Innovation ETF position peaked at $95K in Q3 2021.
632 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.