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

Kingswood 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	$2.3M	Sell	28,451 -14	-0%	-$1.07K	0.09%	229
2026 Q1	$1.92M	Buy	28,465 +1,042	+4%	+$77.3K	0.09%	246
2025 Q4	$2.11M	Sell	27,423 -6,472	-19%	-$536K	0.1%	200
2025 Q3	$2.93M	Buy	33,895 +74	+0.2%	+$5.66K	0.18%	135
2025 Q2	$2.38M	Sell	33,821 -7,933	-19%	-$437K	0.19%	119
2025 Q1	$1.99M	Buy	41,754 +497	+1%	+$28.5K	0.18%	138
2024 Q4	$2.34M	Buy	41,257 +10,330	+33%	+$553K	0.18%	127
2024 Q3	$1.47M	Buy	30,927 +24,649	+393%	+$1.11M	0.1%	223
2024 Q2	$276K	Sell	6,278 -2,774	-31%	-$124K	0.02%	548
2024 Q1	$453K	Sell	9,052 -918	-9%	-$44.8K	0.05%	373
2023 Q4	$522K	Buy	+9,970	New	+$432K	0.06%	338

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

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

Kingswood Wealth Advisors reduced its ARK Innovation ETF (ARKK) stake by 0.05% in Q2 2026, selling an estimated $1.07K and leaving 28,451 shares worth $2.3M. The position accounts for 0.09% of the portfolio, ranked #229.

Kingswood Wealth Advisors first reported a position in ARKK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.93M in Q3 2025. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Kingswood Wealth Advisors held 28,451 shares of ARK Innovation ETF worth $2.3M as of Q2 2026.
Kingswood Wealth Advisors sold 14 ARK Innovation ETF shares in Q2 2026, an estimated $1.07K.
ARK Innovation ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #229 holding.
Kingswood Wealth Advisors first reported a position in ARK Innovation ETF in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's ARK Innovation ETF position peaked at $2.93M in Q3 2025.
633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.