Modern Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Modern Wealth Management’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	$334K	Buy	4,134 +295	+8%	+$22.6K	﹤0.01%	847
2026 Q1	$263K	Sell	3,839 -1,720	-31%	-$128K	﹤0.01%	759
2025 Q4	$428K	Sell	5,559 -1,050	-16%	-$87K	0.01%	570
2025 Q3	$570K	Sell	6,609 -52	-0.8%	-$3.98K	0.01%	480
2025 Q2	$468K	Sell	6,661 -5,720	-46%	-$315K	0.01%	492
2025 Q1	$589K	Sell	12,381 -2,681	-18%	-$154K	0.02%	385
2024 Q4	$855K	Buy	+15,062	New	+$807K	0.03%	279

Other funds holding ARKK

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

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

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

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

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

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

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

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

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

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

Modern Wealth Management's ARKK Position: Q2 2026 in Review

Modern Wealth Management increased its ARK Innovation ETF (ARKK) stake by 7.7% in Q2 2026, buying an estimated $22.6K and bringing the position to 4,134 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Modern Wealth Management first reported a position in ARKK in Q4 2024 and has held it in 7 quarters since. The position peaked at $855K in Q4 2024. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Modern Wealth Management held 4,134 shares of ARK Innovation ETF worth $334K as of Q2 2026.
Modern Wealth Management bought 295 ARK Innovation ETF shares in Q2 2026, an estimated $22.6K.
ARK Innovation ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #847 holding.
Modern Wealth Management first reported a position in ARK Innovation ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's ARK Innovation ETF position peaked at $855K in Q4 2024.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.