KPP Advisory Services’s ARK Innovation ETF ARKK Stock Holding History

KPP Advisory Services’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	$226K	Sell	3,343 -38	-1%	-$2.82K	0.03%	321
2025 Q4	$260K	Buy	3,381 +105	+3%	+$8.7K	0.04%	288
2025 Q3	$283K	Sell	3,276 -52	-2%	-$3.98K	0.04%	283
2025 Q2	$234K	Buy	+3,328	New	+$183K	0.04%	283
2025 Q1	–	Sell	-3,701	Closed	-$210K	–	295
2024 Q4	$210K	Buy	+3,701	New	+$198K	0.05%	244
2024 Q2	–	Sell	-6,420	Closed	-$322K	–	239
2024 Q1	$322K	Buy	+6,420	New	+$313K	0.09%	177
2023 Q4	–	Sell	-10,334	Closed	-$410K	–	128
2023 Q3	$410K	Buy	+10,334	New	+$456K	0.14%	118

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