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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.48M	Sell	66,232 -67,449	-50%	-$5M	0.06%	321
2025 Q4	$10.3M	Buy	133,681 +70,177	+111%	+$5.81M	0.15%	128
2025 Q3	$5.48M	Buy	63,504 +3,688	+6%	+$282K	0.08%	251
2025 Q2	$4.2M	Sell	59,816 -188	-0.3%	-$10.4K	0.07%	279
2025 Q1	$2.85M	Buy	60,004 +9,559	+19%	+$548K	0.05%	308
2024 Q4	$2.86M	Sell	50,445 -1,924	-4%	-$103K	0.06%	306
2024 Q3	$2.49M	Sell	52,369 -905	-2%	-$40.7K	0.05%	324
2024 Q2	$2.34M	Sell	53,274 -481	-0.9%	-$21.5K	0.06%	307
2024 Q1	$2.69M	Sell	53,755 -30,635	-36%	-$1.49M	0.07%	265
2023 Q4	$4.42M	Buy	84,390 +6,215	+8%	+$269K	0.13%	166
2023 Q3	$3.1M	Buy	78,175 +30,396	+64%	+$1.34M	0.11%	201
2023 Q2	$2.11M	Buy	47,779 +1,125	+2%	+$44.7K	0.08%	244
2023 Q1	$1.88M	Buy	46,654 +11,509	+33%	+$441K	0.08%	254
2022 Q4	$1.1M	Sell	35,145 -124	-0.4%	-$4.43K	0.05%	328
2022 Q3	$1.33M	Buy	35,269 +5,132	+17%	+$228K	0.06%	278
2022 Q2	$1.2M	Buy	30,137 +2,109	+8%	+$100K	0.06%	319
2022 Q1	$1.86M	Buy	28,028 +7,805	+39%	+$551K	0.08%	250
2021 Q4	$1.91M	Sell	20,223 -8,864	-30%	-$968K	0.08%	252
2021 Q3	$3.21M	Buy	29,087 +1,304	+5%	+$157K	0.15%	153
2021 Q2	$3.59M	Sell	27,783 -39,523	-59%	-$4.61M	0.18%	129
2021 Q1	$8.13M	Buy	67,306 +52,953	+369%	+$7.16M	0.46%	43
2020 Q4	$1.79M	Buy	14,353 +3,313	+30%	+$359K	0.13%	175
2020 Q3	$1.02M	Buy	11,040 +1,160	+12%	+$99.3K	0.09%	219
2020 Q2	$705K	Buy	+9,880	New	+$578K	0.07%	264