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Legend Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History

Legend Financial Advisors’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
Q1 		– Sell
-193
Closed -$11K – 48
2024
Q4 		$11K Buy
+193
New +$10.3K 0.01% 109
2024
Q3 		– Sell
-193
Closed -$8.48K – 169
2024
Q2 		$8.48K Buy
+193
New +$8.62K 0.01% 158
2022
Q2 		– Sell
-166,791
Closed -$18.4M – 33
2022
Q1 		$18.4M Buy
166,791
+58,829
+54% +$4.15M 11.71% 3
2021
Q4 		$10.2M Sell
107,962
-58,829
-35% -$6.42M 7.12% 5
2021
Q3 		$18.4M Buy
166,791
+12,333
+8% +$1.48M 11.71% 3
2021
Q2 		$20.2M Buy
154,458
+141,571
+1,099% +$16.5M 13% 2
2021
Q1 		$1.55M Sell
12,887
-147,549
-92% -$20M 11.73% 2
2020
Q4 		$20M Sell
160,436
-51,228
-24% -$5.55M 16.18% 1
2020
Q3 		$19.5M Sell
211,664
-16,290
-7% -$1.39M 15.4% 2
2020
Q2 		$16.3M Buy
+227,954
New +$13.3M 10.22% 4
2020
Q1 		– Sell
-186,974
Closed -$9.36M – 31
2019
Q4 		$9.36M Sell
186,974
-8,157
-4% -$379K 7.99% 6
2019
Q3 		$8.37M Buy
195,131
+27,114
+16% +$1.24M 7.11% 6
2019
Q2 		$8.06M Buy
168,017
+23,855
+17% +$1.09M 7.1% 6
2019
Q1 		$6.74M Buy
144,162
+2,363
+2% +$104K 7.4% 7
2018
Q4 		$5.27M Buy
+141,799
New +$5.98M 7.73% 6

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Legend Financial Advisors's ARKK Position: Q1 2025 in Review

Legend Financial Advisors sold out of ARK Innovation ETF (ARKK) in Q1 2025, closing a stake of 193 shares — an estimated $11K sold.

Legend Financial Advisors first reported a position in ARKK in Q4 2018 and held it in 15 quarters. The position peaked at $20.2M in Q2 2021. 554 funds tracked by Wall St. Rank hold ARKK as of Q1 2025.

  • Legend Financial Advisors reported no remaining ARK Innovation ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 193 ARK Innovation ETF shares in Q1 2025, an estimated $11K.
  • Legend Financial Advisors first reported a position in ARK Innovation ETF in Q4 2018 and held it in 15 quarters.
  • Legend Financial Advisors's ARK Innovation ETF position peaked at $20.2M in Q2 2021.
  • 554 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.