PPL
ARKK icon

Planning Project LLC’s ARK Innovation ETF ARKK Stock Holding History

Planning Project LLC’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
2025
Q4 		$5.77K Buy
+75
New +$6.21K ﹤0.01% 114

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planning Project LLC's ARKK Position: Q4 2025 in Review

Planning Project LLC opened a new position in ARK Innovation ETF (ARKK) in Q4 2025: 75 shares worth $5.77K. The stake represents ﹤0.01% of the portfolio and ranks #114 among its holdings.

632 funds tracked by Wall St. Rank hold ARKK as of Q4 2025.

  • Planning Project LLC held 75 shares of ARK Innovation ETF worth $5.77K as of Q4 2025.
  • ARK Innovation ETF was a new Planning Project LLC position in Q4 2025.
  • ARK Innovation ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #114 holding.
  • 632 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.