Legacy Financial Group (Oklahoma)’s ARK Innovation ETF ARKK Stock Holding History

Legacy Financial Group (Oklahoma)’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	-8,421	Closed	-$401K	–	86
2025 Q1	$401K	Hold	8,421	–	–	0.13%	54
2024 Q4	$478K	Hold	8,421	–	–	0.15%	48
2024 Q3	$386K	Sell	8,421 -6	-0.1%	-$270	0.13%	55
2024 Q2	$370K	Hold	8,427	–	–	0.14%	49
2024 Q1	$422K	Hold	8,427	–	–	0.17%	45
2023 Q4	$441K	Hold	8,427	–	–	0.19%	44
2023 Q3	$334K	Sell	8,427 -6	-0.1%	-$265	0.17%	48
2023 Q2	$372K	Hold	8,433	–	–	0.19%	48
2023 Q1	$340K	Hold	8,433	–	–	0.19%	43
2022 Q4	$263K	Buy	+8,433	New	+$301K	0.16%	48

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s ARKK Position: Q2 2025 in Review

Legacy Financial Group (Oklahoma) sold out of ARK Innovation ETF (ARKK) in Q2 2025, closing a stake of 8,421 shares — an estimated $401K sold.

Legacy Financial Group (Oklahoma) first reported a position in ARKK in Q4 2022 and held it in 10 quarters. The position peaked at $478K in Q4 2024. 573 funds tracked by Wall St. Rank hold ARKK as of Q2 2025.

Legacy Financial Group (Oklahoma) reported no remaining ARK Innovation ETF position as of Q2 2025 after selling out during the quarter.
Legacy Financial Group (Oklahoma) sold 8,421 ARK Innovation ETF shares in Q2 2025, an estimated $401K.
Legacy Financial Group (Oklahoma) first reported a position in ARK Innovation ETF in Q4 2022 and held it in 10 quarters.
Legacy Financial Group (Oklahoma)'s ARK Innovation ETF position peaked at $478K in Q4 2024.
573 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2025.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2025, filed 12 Aug 2025.