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

Lighthouse 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
2021 Q1	$10M	Buy	83,732 +5,759	+7%	+$779K	3.04%	5
2020 Q4	$9.71M	Sell	77,973 -3,788	-5%	-$411K	3.29%	4
2020 Q3	$7.52M	Buy	81,761 +8,629	+12%	+$739K	2.86%	4
2020 Q2	$5.15M	Buy	73,132 +20,352	+39%	+$1.19M	2.17%	5
2020 Q1	$2.32M	Buy	52,780 +48,241	+1,063%	+$2.46M	1.41%	13
2019 Q4	$227K	Buy	+4,539	New	+$211K	0.11%	71

Other funds holding ARKK

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Lighthouse Financial Advisors's ARKK Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its ARK Innovation ETF (ARKK) stake by 7.4% in Q1 2021, buying an estimated $779K and bringing the position to 83,732 shares worth $10M. The position accounts for 3.04% of the portfolio, ranked #5.

Lighthouse Financial Advisors first reported a position in ARKK in Q4 2019 and has held it in 6 quarters since. 791 funds tracked by Wall St. Rank hold ARKK as of Q1 2021.

Lighthouse Financial Advisors held 83,732 shares of ARK Innovation ETF worth $10M as of Q1 2021.
Lighthouse Financial Advisors bought 5,759 ARK Innovation ETF shares in Q1 2021, an estimated $779K.
ARK Innovation ETF made up 3.04% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #5 holding.
Lighthouse Financial Advisors first reported a position in ARK Innovation ETF in Q4 2019 and has held it in 6 quarters since.
791 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.