Lauer Wealth
ARKK icon

Lauer Wealth’s ARK Innovation ETF ARKK Stock Holding History

Lauer Wealth’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
Q3 		$233K Sell
2,657
-200
-7% -$16.4K 0.15% 80
2026
Q2 		$227K Sell
2,857
-200
-7% -$15.3K 0.14% 64
2026
Q1 		$215K Sell
3,057
-30
-1% -$2.23K 0.17% 52
2025
Q4 		$249K Buy
+3,087
New +$256K 0.18% 50

Other funds holding ARKK

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Variant Private Wealth
Variant Private Wealth Tysons, Virginia $113M AUM 20% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Lauer Wealth's ARKK Position: Q3 2026 in Review

Lauer Wealth reduced its ARK Innovation ETF (ARKK) stake by 7% in Q3 2026, selling an estimated $16.4K and leaving 2,657 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #80.

Lauer Wealth first reported a position in ARKK in Q4 2025 and has held it in 4 quarters since. The position peaked at $249K in Q4 2025. 174 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • Lauer Wealth held 2,657 shares of ARK Innovation ETF worth $233K as of Q3 2026.
  • Lauer Wealth sold 200 ARK Innovation ETF shares in Q3 2026, an estimated $16.4K.
  • ARK Innovation ETF made up 0.15% of Lauer Wealth's portfolio in Q3 2026, its #80 holding.
  • Lauer Wealth first reported a position in ARK Innovation ETF in Q4 2025 and has held it in 4 quarters since.
  • Lauer Wealth's ARK Innovation ETF position peaked at $249K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.