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LifeSteps Financial’s ARK Innovation ETF ARKK Stock Holding History

LifeSteps Financial’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
Q2 		$5.98K Buy
+74
New +$5.66K ﹤0.01% 501
2024
Q2 		– Sell
-151
Closed -$7.56K – 105
2024
Q1 		$7.56K Buy
+151
New +$7.36K 0.01% 318

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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

LifeSteps Financial's ARKK Position: Q2 2026 in Review

LifeSteps Financial opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 74 shares worth $5.98K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in ARKK as recently as Q1 2024.

LifeSteps Financial first reported a position in ARKK in Q1 2024 and has held it in 2 quarters since. The position peaked at $7.56K in Q1 2024. 101 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • LifeSteps Financial held 74 shares of ARK Innovation ETF worth $5.98K as of Q2 2026.
  • ARK Innovation ETF was a new LifeSteps Financial position in Q2 2026.
  • ARK Innovation ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #501 holding.
  • LifeSteps Financial first reported a position in ARK Innovation ETF in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's ARK Innovation ETF position peaked at $7.56K in Q1 2024.
  • 101 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.