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 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 $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return