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PDS Planning’s ARK Innovation ETF ARKK Stock Holding History

PDS Planning’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
Q1 		$266K Buy
3,934
+85
+2% +$6.31K 0.02% 428
2025
Q4 		$296K Sell
3,849
-444
-10% -$36.8K 0.02% 388
2025
Q3 		$370K Hold
4,293
– – 0.03% 317
2025
Q2 		$302K Buy
+4,293
New +$237K 0.02% 349
2025
Q1 		– Sell
-4,188
Closed -$238K – 477
2024
Q4 		$238K Sell
4,188
-182
-4% -$9.75K 0.02% 357
2024
Q3 		$208K Buy
+4,370
New +$196K 0.02% 400
2024
Q2 		– Sell
-4,066
Closed -$204K – 397
2024
Q1 		$204K Buy
+4,066
New +$198K 0.02% 360

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PDS Planning's ARKK Position: Q1 2026 in Review

PDS Planning increased its ARK Innovation ETF (ARKK) stake by 2.2% in Q1 2026, buying an estimated $6.31K and bringing the position to 3,934 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #428.

PDS Planning first reported a position in ARKK in Q1 2024 and has held it in 7 quarters since. The position peaked at $370K in Q3 2025. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • PDS Planning held 3,934 shares of ARK Innovation ETF worth $266K as of Q1 2026.
  • PDS Planning bought 85 ARK Innovation ETF shares in Q1 2026, an estimated $6.31K.
  • ARK Innovation ETF made up 0.02% of PDS Planning's portfolio in Q1 2026, its #428 holding.
  • PDS Planning first reported a position in ARK Innovation ETF in Q1 2024 and has held it in 7 quarters since.
  • PDS Planning's ARK Innovation ETF position peaked at $370K in Q3 2025.
  • 586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.