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Moisand Fitzgerald Tamayo’s ARK Innovation ETF ARKK Stock Holding History

Moisand Fitzgerald Tamayo’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 		$21.8K Buy
270
+20
+8% +$1.53K ﹤0.01% 279
2026
Q1 		$16.9K Buy
250
+25
+11% +$1.85K ﹤0.01% 291
2025
Q4 		$17.3K Buy
225
+10
+5% +$828 ﹤0.01% 289
2025
Q3 		$18.6K Buy
215
+15
+8% +$1.15K ﹤0.01% 287
2025
Q2 		$14.1K Hold
200
– – ﹤0.01% 312
2025
Q1 		$9.52K Buy
200
+80
+67% +$4.58K ﹤0.01% 352
2024
Q4 		$6.81K Buy
120
+20
+20% +$1.07K ﹤0.01% 386
2024
Q3 		$4.75K Sell
100
-50
-33% -$2.25K ﹤0.01% 437
2024
Q2 		$6.59K Hold
150
– – ﹤0.01% 357
2024
Q1 		$7.51K Sell
150
-140
-48% -$6.83K ﹤0.01% 345
2023
Q4 		$15.2K Buy
290
+140
+93% +$6.06K ﹤0.01% 287
2023
Q3 		$5.95K Hold
150
– – ﹤0.01% 407
2023
Q2 		$6.62K Hold
150
– – ﹤0.01% 371
2023
Q1 		$6.05K Buy
+150
New +$5.75K ﹤0.01% 389
2021
Q1 		– Sell
-9
Closed -$1K – 353
2020
Q4 		$1K Buy
+9
New +$976 ﹤0.01% 318

Other funds holding ARKK

MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return