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M Holdings Securities’s ARK Innovation ETF ARKK Stock Holding History

M Holdings Securities’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
2023
Q2 		– Sell
-6,068
Closed -$245K – 225
2023
Q1 		$245K Buy
+6,068
New +$233K 0.03% 399

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M Holdings Securities's ARKK Position: Q2 2026 in Review

M Holdings Securities increased its ARK Innovation ETF (ARKK) stake by 0.96% in Q2 2026, buying an estimated $19K and bringing the position to 26,227 shares worth $2.06M. The position accounts for 0.28% of the portfolio, ranked #63.

M Holdings Securities first reported a position in ARKK in Q3 2019 and has held it in 18 quarters since. The position peaked at $4.67M in Q1 2021. 639 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • M Holdings Securities held 26,227 shares of ARK Innovation ETF worth $2.06M as of Q2 2026.
  • M Holdings Securities bought 249 ARK Innovation ETF shares in Q2 2026, an estimated $19K.
  • ARK Innovation ETF made up 0.28% of M Holdings Securities's portfolio in Q2 2026, its #63 holding.
  • M Holdings Securities first reported a position in ARK Innovation ETF in Q3 2019 and has held it in 18 quarters since.
  • M Holdings Securities's ARK Innovation ETF position peaked at $4.67M in Q1 2021.
  • 639 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.