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Oxford Financial Group’s ARK Innovation ETF ARKK Stock Holding History

Oxford Financial 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
2026
Q2 		$115K Sell
1,417
-330
-19% -$25.2K 0.01% 256
2026
Q1 		$118K Sell
1,747
-1,502
-46% -$111K 0.01% 259
2025
Q4 		$250K Buy
3,249
+330
+11% +$27.3K 0.01% 206
2025
Q3 		$252K Hold
2,919
– – 0.01% 200
2025
Q2 		$205K Hold
2,919
– – 0.01% 209
2025
Q1 		$139K Hold
2,919
– – 0.01% 216
2024
Q4 		$166K Sell
2,919
-255
-8% -$13.7K 0.01% 247
2024
Q3 		$151K Hold
3,174
– – 0.01% 246
2024
Q2 		$139K Hold
3,174
– – 0.01% 264
2024
Q1 		$159K Hold
3,174
– – 0.01% 225
2023
Q4 		$166K Buy
3,174
+283
+10% +$12.3K 0.01% 233
2023
Q3 		$115K Buy
2,891
+255
+10% +$11.2K 0.01% 227
2023
Q2 		$116K Hold
2,636
– – 0.01% 239
2023
Q1 		$106K Buy
2,636
+47
+2% +$1.8K 0.01% 201
2022
Q4 		$80.9K Hold
2,589
– – 0.01% 204
2022
Q3 		$98K Sell
2,589
-47
-2% -$2.09K 0.01% 183
2022
Q2 		$105K Buy
2,636
+47
+2% +$2.24K 0.02% 201
2022
Q1 		$172K Hold
2,589
– – 0.02% 189
2021
Q4 		$245K Buy
2,589
+1,502
+138% +$164K 0.03% 178
2021
Q3 		$120K Sell
1,087
-1,502
-58% -$181K 0.02% 191
2021
Q2 		$339K Buy
2,589
+289
+13% +$33.7K 0.05% 138
2021
Q1 		$276K Buy
+2,300
New +$311K 0.04% 151

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

Oxford Financial Group's ARKK Position: Q2 2026 in Review

Oxford Financial Group reduced its ARK Innovation ETF (ARKK) stake by 19% in Q2 2026, selling an estimated $25.2K and leaving 1,417 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #256.

Oxford Financial Group first reported a position in ARKK in Q1 2021 and has held it in 22 quarters since. The position peaked at $339K in Q2 2021. 637 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Oxford Financial Group held 1,417 shares of ARK Innovation ETF worth $115K as of Q2 2026.
  • Oxford Financial Group sold 330 ARK Innovation ETF shares in Q2 2026, an estimated $25.2K.
  • ARK Innovation ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #256 holding.
  • Oxford Financial Group first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 22 quarters since.
  • Oxford Financial Group's ARK Innovation ETF position peaked at $339K in Q2 2021.
  • 637 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.