N.E.W. Advisory Services’s ARK Innovation ETF ARKK Stock Holding History

N.E.W. Advisory Services’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	$173K	Hold	2,145	–	–	0.01%	237
2026 Q1	$145K	Hold	2,145	–	–	0.01%	246
2025 Q4	$165K	Buy	2,145 +255	+13%	+$21.1K	0.01%	222
2025 Q3	$163K	Sell	1,890 -1,847	-49%	-$141K	0.01%	202
2025 Q2	$263K	Buy	3,737 +3,437	+1,146%	+$189K	0.03%	162
2025 Q1	$14.3K	Buy	+300	New	+$17.2K	﹤0.01%	549

Other funds holding ARKK

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

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

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

N.E.W. Advisory Services's ARKK Position: Q2 2026 in Review

N.E.W. Advisory Services held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 2,145 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #237.

N.E.W. Advisory Services first reported a position in ARKK in Q1 2025 and has held it in 6 quarters since. The position peaked at $263K in Q2 2025. 440 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

N.E.W. Advisory Services held 2,145 shares of ARK Innovation ETF worth $173K as of Q2 2026.
N.E.W. Advisory Services left its ARK Innovation ETF share count unchanged in Q2 2026.
ARK Innovation ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #237 holding.
N.E.W. Advisory Services first reported a position in ARK Innovation ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's ARK Innovation ETF position peaked at $263K in Q2 2025.
440 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.