Oliver Lagore Vanvalin Investment Group’s ARK Innovation ETF ARKK Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$18.8K	Buy	+395	New	+$21.8K	0.01%	355
2024 Q4	$31.5K	Buy	554 +210	+61%	+$11.3K	0.01%	302
2024 Q3	$16.4K	Sell	344 -241	-41%	-$10.8K	﹤0.01%	366
2024 Q2	$25.7K	Sell	585 -110,584	-99%	-$4.94M	0.01%	309
2024 Q1	$5.57M	Buy	111,169 +95,260	+599%	+$4.65M	1.63%	11
2023 Q4	$833K	Buy	15,909 +15,171	+2,056%	+$657K	0.31%	59
2023 Q3	$29.3K	Buy	738 +375	+103%	+$16.5K	0.01%	298
2023 Q2	$16K	Sell	363 -20	-5%	-$795	0.01%	397
2023 Q1	$15.4K	Sell	383 -345	-47%	-$13.2K	0.01%	321
2022 Q4	$22.7K	Sell	728 -12,537	-95%	-$448K	0.01%	257
2022 Q3	$500K	Sell	13,265 -18,304	-58%	-$815K	0.32%	49
2022 Q2	$1.26M	Buy	31,569 +26,696	+548%	+$1.27M	0.73%	23
2022 Q1	$313K	Buy	+4,873	New	+$344K	0.21%	77

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ARKK Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in ARK Innovation ETF (ARKK) in Q2 2025: 395 shares worth $18.8K. The stake represents 0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ARKK as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ARKK in Q1 2022 and has held it in 13 quarters since. The position peaked at $5.57M in Q1 2024. 573 funds tracked by Wall St. Rank hold ARKK as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 395 shares of ARK Innovation ETF worth $18.8K as of Q2 2025.
ARK Innovation ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
ARK Innovation ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #355 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in ARK Innovation ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's ARK Innovation ETF position peaked at $5.57M in Q1 2024.
573 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.