LW
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
2025
Q2 		– Sell
-15,000
Closed -$37.9K – 56
2025
Q1 		$37.9K Buy
+15,000
New +$860K 0.03% 55

Other funds holding ARKK

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Lauer Wealth's ARKK Position: Q2 2026 in Review

Lauer Wealth reduced its ARK Innovation ETF (ARKK) stake by 6.5% in Q2 2026, selling an estimated $15.3K and leaving 2,857 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #64.

Lauer Wealth first reported a position in ARKK in Q4 2025 and has held it in 3 quarters since. The position peaked at $249K in Q4 2025. 170 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Lauer Wealth held 2,857 shares of ARK Innovation ETF worth $227K as of Q2 2026.
  • Lauer Wealth sold 200 ARK Innovation ETF shares in Q2 2026, an estimated $15.3K.
  • ARK Innovation ETF made up 0.14% of Lauer Wealth's portfolio in Q2 2026, its #64 holding.
  • Lauer Wealth first reported a position in ARK Innovation ETF in Q4 2025 and has held it in 3 quarters since.
  • Lauer Wealth's ARK Innovation ETF position peaked at $249K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.