Milestones Private Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Milestones Private 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
2026 Q2	–	Sell	-25,604	Closed	-$1.73M	–	78
2026 Q1	$1.73M	Sell	25,604 -90	-0.4%	-$6.68K	1.52%	25
2025 Q4	$1.98M	Sell	25,694 -3,363	-12%	-$279K	1.36%	27
2025 Q3	$2.51M	Buy	29,057 +107	+0.4%	+$8.18K	1.71%	21
2025 Q2	$2.03M	Buy	+28,950	New	+$1.6M	1.51%	23

Other funds holding ARKK

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

MPCA

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Milestones Private Investment Advisors's ARKK Position: Q2 2026 in Review

Milestones Private Investment Advisors sold out of ARK Innovation ETF (ARKK) in Q2 2026, closing a stake of 25,604 shares — an estimated $1.73M sold.

Milestones Private Investment Advisors first reported a position in ARKK in Q2 2025 and held it in 4 quarters. The position peaked at $2.51M in Q3 2025. 170 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Milestones Private Investment Advisors reported no remaining ARK Innovation ETF position as of Q2 2026 after selling out during the quarter.
Milestones Private Investment Advisors sold 25,604 ARK Innovation ETF shares in Q2 2026, an estimated $1.73M.
Milestones Private Investment Advisors first reported a position in ARK Innovation ETF in Q2 2025 and held it in 4 quarters.
Milestones Private Investment Advisors's ARK Innovation ETF position peaked at $2.51M in Q3 2025.
170 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.