Kingswood Wealth Advisors’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
2025
Q3
$2.93M Buy
2025
Q2
$2.38M Sell
2025
Q1
$1.99M Buy
2024
Q4
$2.34M Buy
2024
Q3
$1.47M Buy
2024
Q2
$276K Sell
2024
Q1
$453K Sell
2023
Q4
$522K Buy