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Mount Yale Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Mount Yale 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 		$5.23M Buy
64,746
+587
+0.9% +$44.9K 0.1% 224
2026
Q1 		$4.34M Buy
+64,159
New +$4.76M 0.1% 206
2025
Q4 		– Sell
-58,940
Closed -$5.09M – 726
2025
Q3 		$5.09M Sell
58,940
-21,917
-27% -$1.68M 0.35% 58
2025
Q2 		$5.68M Buy
80,857
+15,310
+23% +$844K 0.44% 35
2025
Q1 		$3.12M Sell
65,547
-3,271
-5% -$187K 0.27% 80
2024
Q4 		$3.91M Sell
68,818
-6,956
-9% -$373K 0.32% 62
2024
Q3 		$3.6M Buy
75,774
+6,486
+9% +$291K 0.35% 66
2024
Q2 		$3.05M Buy
69,288
+2,225
+3% +$99.4K 0.24% 86
2024
Q1 		$3.36M Sell
67,063
-1,506
-2% -$73.4K 0.26% 83
2023
Q4 		$3.59M Sell
68,569
-4,649
-6% -$201K 0.34% 74
2023
Q3 		$2.9M Sell
73,218
-271
-0.4% -$11.9K 0.32% 72
2023
Q2 		$3.24M Buy
73,489
+5,959
+9% +$237K 0.34% 68
2023
Q1 		$2.72M Buy
67,530
+4,526
+7% +$173K 0.31% 77
2022
Q4 		$1.97M Buy
+63,004
New +$2.25M 0.22% 104

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mount Yale Investment Advisors's ARKK Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its ARK Innovation ETF (ARKK) stake by 0.91% in Q2 2026, buying an estimated $44.9K and bringing the position to 64,746 shares worth $5.23M. The position accounts for 0.1% of the portfolio, ranked #224.

Mount Yale Investment Advisors first reported a position in ARKK in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.68M in Q2 2025. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Mount Yale Investment Advisors held 64,746 shares of ARK Innovation ETF worth $5.23M as of Q2 2026.
  • Mount Yale Investment Advisors bought 587 ARK Innovation ETF shares in Q2 2026, an estimated $44.9K.
  • ARK Innovation ETF made up 0.1% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #224 holding.
  • Mount Yale Investment Advisors first reported a position in ARK Innovation ETF in Q4 2022 and has held it in 14 quarters since.
  • Mount Yale Investment Advisors's ARK Innovation ETF position peaked at $5.68M in Q2 2025.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.