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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return