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Milestone Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Milestone Investment 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
2025
Q2 		– Sell
-150
Closed -$7.14K – 125
2025
Q1 		$7.14K Hold
150
– – ﹤0.01% 121
2024
Q4 		$8.52K Hold
150
– – ﹤0.01% 121
2024
Q3 		$7.13K Hold
150
– – ﹤0.01% 120
2024
Q2 		$6.59K Hold
150
– – ﹤0.01% 120
2024
Q1 		$7.51K Hold
150
– – ﹤0.01% 118
2023
Q4 		$7.86K Hold
150
– – ﹤0.01% 115
2023
Q3 		$5.95K Hold
150
– – ﹤0.01% 319
2023
Q2 		$6.62K Hold
150
– – ﹤0.01% 110
2023
Q1 		$6.05K Hold
150
– – ﹤0.01% 319
2022
Q4 		$4.69K Buy
+150
New +$5.36K ﹤0.01% 111

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Milestone Investment Advisors's ARKK Position: Q2 2025 in Review

Milestone Investment Advisors sold out of ARK Innovation ETF (ARKK) in Q2 2025, closing a stake of 150 shares — an estimated $7.14K sold.

Milestone Investment Advisors first reported a position in ARKK in Q4 2022 and held it in 10 quarters. The position peaked at $8.52K in Q4 2024. 573 funds tracked by Wall St. Rank hold ARKK as of Q2 2025.

  • Milestone Investment Advisors reported no remaining ARK Innovation ETF position as of Q2 2025 after selling out during the quarter.
  • Milestone Investment Advisors sold 150 ARK Innovation ETF shares in Q2 2025, an estimated $7.14K.
  • Milestone Investment Advisors first reported a position in ARK Innovation ETF in Q4 2022 and held it in 10 quarters.
  • Milestone Investment Advisors's ARK Innovation ETF position peaked at $8.52K in Q4 2024.
  • 573 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2025.

Based on Milestone Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.