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

Physician 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	$12.4K	Hold	154	–	–	﹤0.01%	813
2026 Q1	$10.4K	Hold	154	–	–	﹤0.01%	786
2025 Q4	$11.8K	Hold	154	–	–	﹤0.01%	723
2025 Q3	$13.3K	Hold	154	–	–	﹤0.01%	671
2025 Q2	$10.8K	Hold	154	–	–	﹤0.01%	631
2025 Q1	$7.33K	Hold	154	–	–	﹤0.01%	664
2024 Q4	$8.74K	Buy	+154	New	+$8.25K	﹤0.01%	650
2021 Q4	–	Sell	-1,729	Closed	-$200K	–	161
2021 Q3	$200K	Buy	1,729 +84	+5%	+$10.1K	0.06%	157
2021 Q2	$200K	Buy	+1,645	New	+$192K	0.06%	149

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

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

Physician Wealth Advisors held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 154 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Physician Wealth Advisors first reported a position in ARKK in Q2 2021 and has held it in 9 quarters since. The position peaked at $200K in Q3 2021. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Physician Wealth Advisors held 154 shares of ARK Innovation ETF worth $12.4K as of Q2 2026.
Physician Wealth Advisors left its ARK Innovation ETF share count unchanged in Q2 2026.
ARK Innovation ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #813 holding.
Physician Wealth Advisors first reported a position in ARK Innovation ETF in Q2 2021 and has held it in 9 quarters since.
Physician Wealth Advisors's ARK Innovation ETF position peaked at $200K in Q3 2021.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

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