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

KFG 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
2026 Q1	–	Sell	-6,089	Closed	-$468K	–	217
2025 Q4	$468K	Buy	+6,089	New	+$504K	0.06%	143
2025 Q2	–	Sell	-24,587	Closed	-$1.17M	–	201
2025 Q1	$1.17M	Buy	+24,587	New	+$1.41M	0.21%	61

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KFG Wealth Management's ARKK Position: Q1 2026 in Review

KFG Wealth Management sold out of ARK Innovation ETF (ARKK) in Q1 2026, closing a stake of 6,089 shares — an estimated $468K sold.

KFG Wealth Management first reported a position in ARKK in Q1 2025 and held it in 2 quarters. The position peaked at $1.17M in Q1 2025. 591 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

KFG Wealth Management reported no remaining ARK Innovation ETF position as of Q1 2026 after selling out during the quarter.
KFG Wealth Management sold 6,089 ARK Innovation ETF shares in Q1 2026, an estimated $468K.
KFG Wealth Management first reported a position in ARK Innovation ETF in Q1 2025 and held it in 2 quarters.
KFG Wealth Management's ARK Innovation ETF position peaked at $1.17M in Q1 2025.
591 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.