Opal Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

Opal Wealth 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	–	Sell	-941	Closed	-$63.6K	–	254
2026 Q1	$63.6K	Buy	+941	New	+$69.8K	0.01%	354
2025 Q3	–	Sell	-943	Closed	-$66.3K	–	221
2025 Q2	$66.3K	Buy	943 +10	+1%	+$551	0.02%	334
2025 Q1	$44.4K	Buy	+933	New	+$53.5K	0.01%	371
2024 Q3	–	Sell	-848	Closed	-$37.3K	–	257
2024 Q2	$37.3K	Buy	+848	New	+$37.9K	0.01%	392

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Opal Wealth Advisors's ARKK Position: Q2 2026 in Review

Opal Wealth Advisors sold out of ARK Innovation ETF (ARKK) in Q2 2026, closing a stake of 941 shares — an estimated $63.6K sold.

Opal Wealth Advisors first reported a position in ARKK in Q2 2024 and held it in 4 quarters. The position peaked at $66.3K in Q2 2025. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Opal Wealth Advisors reported no remaining ARK Innovation ETF position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 941 ARK Innovation ETF shares in Q2 2026, an estimated $63.6K.
Opal Wealth Advisors first reported a position in ARK Innovation ETF in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's ARK Innovation ETF position peaked at $66.3K in Q2 2025.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.