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Moneta Group Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Moneta Group 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
Q1 		$292K Sell
4,318
-13
-0.3% -$964 ﹤0.01% 633
2025
Q4 		$333K Sell
4,331
-1,165
-21% -$96.5K ﹤0.01% 608
2025
Q3 		$474K Buy
5,496
+1,322
+32% +$101K ﹤0.01% 512
2025
Q2 		$293K Buy
+4,174
New +$230K ﹤0.01% 569
2025
Q1 		– Sell
-3,922
Closed -$223K – 674
2024
Q4 		$223K Buy
+3,922
New +$210K ﹤0.01% 605
2024
Q2 		– Sell
-4,275
Closed -$214K – 610
2024
Q1 		$214K Sell
4,275
-433
-9% -$21.1K ﹤0.01% 564
2023
Q4 		$247K Sell
4,708
-920
-16% -$39.8K ﹤0.01% 488
2023
Q3 		$223K Sell
5,628
-211
-4% -$9.3K 0.01% 472
2023
Q2 		$258K Sell
5,839
-1,597
-21% -$63.5K 0.01% 452
2023
Q1 		$300K Sell
7,436
-4,560
-38% -$175K 0.01% 412
2022
Q4 		$479K Buy
11,996
+1,500
+14% +$53.6K 0.01% 301
2022
Q3 		$396K Sell
10,496
-4,750
-31% -$211K 0.02% 304
2022
Q2 		$608K Sell
15,246
-367
-2% -$17.5K 0.02% 275
2022
Q1 		$1.03M Buy
15,613
+2,303
+17% +$163K 0.04% 200
2021
Q4 		$1.26M Sell
13,310
-3,039
-19% -$332K 0.05% 176
2021
Q3 		$1.81M Buy
16,349
+1,576
+11% +$190K 0.08% 134
2021
Q2 		$1.93M Buy
14,773
+434
+3% +$50.6K 0.09% 136
2021
Q1 		$1.72M Buy
+14,339
New +$1.94M 0.09% 131

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Moneta Group Investment Advisors's ARKK Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its ARK Innovation ETF (ARKK) stake by 0.3% in Q1 2026, selling an estimated $964 and leaving 4,318 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Moneta Group Investment Advisors first reported a position in ARKK in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.93M in Q2 2021. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • Moneta Group Investment Advisors held 4,318 shares of ARK Innovation ETF worth $292K as of Q1 2026.
  • Moneta Group Investment Advisors sold 13 ARK Innovation ETF shares in Q1 2026, an estimated $964.
  • ARK Innovation ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #633 holding.
  • Moneta Group Investment Advisors first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 18 quarters since.
  • Moneta Group Investment Advisors's ARK Innovation ETF position peaked at $1.93M in Q2 2021.
  • 586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.