Pinnacle Wealth Planning Services
ARKK icon

Pinnacle Wealth Planning Services’s ARK Innovation ETF ARKK Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$356 Hold
4
– – ﹤0.01% 2733
2026
Q2 		$323 Hold
4
– – ﹤0.01% 2685
2026
Q1 		$270 Buy
+4
New +$297 ﹤0.01% 2663
2021
Q1 		– Sell
-275
Closed -$34K – 453
2020
Q4 		$34K Buy
+275
New +$29.8K 0.01% 950

Other funds holding ARKK

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
AXS Investments
AXS Investments Port Chester, New York $1.03B AUM 25.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's ARKK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its ARK Innovation ETF (ARKK) position steady in Q3 2026 at 4 shares worth $356. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

Pinnacle Wealth Planning Services first reported a position in ARKK in Q4 2020 and has held it in 4 quarters since. The position peaked at $34K in Q4 2020. 425 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 4 shares of ARK Innovation ETF worth $356 as of Q3 2026.
  • Pinnacle Wealth Planning Services left its ARK Innovation ETF share count unchanged in Q3 2026.
  • ARK Innovation ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2733 holding.
  • Pinnacle Wealth Planning Services first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's ARK Innovation ETF position peaked at $34K in Q4 2020.
  • 425 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.