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Legacy Solutions LLC’s ARK Innovation ETF ARKK Stock Holding History

Legacy Solutions LLC’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 		$304K Sell
3,414
-138
-4% -$11.3K 0.23% 61
2026
Q2 		$287K Buy
3,552
+137
+4% +$10.5K 0.23% 64
2026
Q1 		$231K Buy
3,415
+159
+5% +$11.8K 0.21% 69
2025
Q4 		$250K Buy
3,256
+936
+40% +$77.5K 0.22% 69
2025
Q3 		$200K Buy
+2,320
New +$177K 0.18% 78

Other funds holding ARKK

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BSCCG
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Legacy Solutions LLC's ARKK Position: Q3 2026 in Review

Legacy Solutions LLC reduced its ARK Innovation ETF (ARKK) stake by 3.9% in Q3 2026, selling an estimated $11.3K and leaving 3,414 shares worth $304K. The position accounts for 0.23% of the portfolio, ranked #61.

Legacy Solutions LLC first reported a position in ARKK in Q3 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • Legacy Solutions LLC held 3,414 shares of ARK Innovation ETF worth $304K as of Q3 2026.
  • Legacy Solutions LLC sold 138 ARK Innovation ETF shares in Q3 2026, an estimated $11.3K.
  • ARK Innovation ETF made up 0.23% of Legacy Solutions LLC's portfolio in Q3 2026, its #61 holding.
  • Legacy Solutions LLC first reported a position in ARK Innovation ETF in Q3 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.