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Summit Wealth Group, LLC/OK’s ARK Innovation ETF ARKK Stock Holding History

Summit Wealth Group, LLC/OK’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
Q3 		– Sell
-3,324
Closed -$269K – 54
2026
Q2 		$269K Sell
3,324
-77
-2% -$5.89K 0.35% 52
2026
Q1 		$230K Sell
3,401
-769
-18% -$57.1K 0.32% 52
2025
Q4 		$321K Buy
+4,170
New +$345K 0.33% 49

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AXS Investments
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Commonwealth Equity Services
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Venture Visionary Partners
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Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
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Cambridge Investment Research Advisors
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Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return

Summit Wealth Group, LLC/OK's ARKK Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK sold out of ARK Innovation ETF (ARKK) in Q3 2026, closing a stake of 3,324 shares — an estimated $269K sold.

Summit Wealth Group, LLC/OK first reported a position in ARKK in Q4 2025 and held it in 3 quarters. The position peaked at $321K in Q4 2025. 395 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • Summit Wealth Group, LLC/OK reported no remaining ARK Innovation ETF position as of Q3 2026 after selling out during the quarter.
  • Summit Wealth Group, LLC/OK sold 3,324 ARK Innovation ETF shares in Q3 2026, an estimated $269K.
  • Summit Wealth Group, LLC/OK first reported a position in ARK Innovation ETF in Q4 2025 and held it in 3 quarters.
  • Summit Wealth Group, LLC/OK's ARK Innovation ETF position peaked at $321K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.