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Peak Planning Group’s ARK Innovation ETF ARKK Stock Holding History

Peak Planning 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
2021
Q4 		$201K Sell
2,127
-4,631
-69% -$506K 0.15% 83
2021
Q3 		$747K Buy
+6,758
New +$814K 0.64% 34
2021
Q1 		$995K Buy
8,292
+6,668
+411% +$902K 0.97% 24
2020
Q4 		$202K Buy
+1,624
New +$176K 0.23% 61

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peak Planning Group's ARKK Position: Q4 2021 in Review

Peak Planning Group reduced its ARK Innovation ETF (ARKK) stake by 69% in Q4 2021, selling an estimated $506K and leaving 2,127 shares worth $201K. The position accounts for 0.15% of the portfolio, ranked #83.

Peak Planning Group first reported a position in ARKK in Q4 2020 and has held it in 4 quarters since. The position peaked at $995K in Q1 2021. 845 funds tracked by Wall St. Rank hold ARKK as of Q4 2021.

  • Peak Planning Group held 2,127 shares of ARK Innovation ETF worth $201K as of Q4 2021.
  • Peak Planning Group sold 4,631 ARK Innovation ETF shares in Q4 2021, an estimated $506K.
  • ARK Innovation ETF made up 0.15% of Peak Planning Group's portfolio in Q4 2021, its #83 holding.
  • Peak Planning Group first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 4 quarters since.
  • Peak Planning Group's ARK Innovation ETF position peaked at $995K in Q1 2021.
  • 845 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2021.

Based on Peak Planning Group's 13F filing for Q4 2021, filed 26 May 2026.