Lugano Financial Advisors SA (LFA)’s ARK Innovation ETF ARKK Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2022 Q3	–	Sell	-540	Closed	-$21K	–	117
2022 Q2	$21K	Hold	540	–	–	0.01%	107
2022 Q1	$36K	Buy	+540	New	+$38.1K	0.02%	87
2021 Q2	–	Sell	-680	Closed	-$82K	–	97
2021 Q1	$82K	Buy	+680	New	+$92K	0.06%	69

Other funds holding ARKK

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAMH

Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s ARKK Position: Q3 2022 in Review

Lugano Financial Advisors SA (LFA) sold out of ARK Innovation ETF (ARKK) in Q3 2022, closing a stake of 540 shares — an estimated $21K sold.

Lugano Financial Advisors SA (LFA) first reported a position in ARKK in Q1 2021 and held it in 3 quarters. The position peaked at $82K in Q1 2021. 618 funds tracked by Wall St. Rank hold ARKK as of Q3 2022.

Lugano Financial Advisors SA (LFA) reported no remaining ARK Innovation ETF position as of Q3 2022 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 540 ARK Innovation ETF shares in Q3 2022, an estimated $21K.
Lugano Financial Advisors SA (LFA) first reported a position in ARK Innovation ETF in Q1 2021 and held it in 3 quarters.
Lugano Financial Advisors SA (LFA)'s ARK Innovation ETF position peaked at $82K in Q1 2021.
618 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2022.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2022, filed 8 Nov 2022.