Lokken Investment Group’s ARK Innovation ETF ARKK Stock Holding History

Lokken Investment Group’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 Q3	$2.22M	Buy	+25,717	New	+$1.97M	0.76%	32

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Lokken Investment Group's ARKK Position: Q3 2025 in Review

Lokken Investment Group opened a new position in ARK Innovation ETF (ARKK) in Q3 2025: 25,717 shares worth $2.22M. The stake represents 0.76% of the portfolio and ranks #32 among its holdings.

622 funds tracked by Wall St. Rank hold ARKK as of Q3 2025.

Lokken Investment Group held 25,717 shares of ARK Innovation ETF worth $2.22M as of Q3 2025.
ARK Innovation ETF was a new Lokken Investment Group position in Q3 2025.
ARK Innovation ETF made up 0.76% of Lokken Investment Group's portfolio in Q3 2025, its #32 holding.
622 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.