Post Resch Tallon Group’s ARK Innovation ETF ARKK Stock Holding History

Post Resch Tallon 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
2026 Q2	$2.45M	Buy	30,333 +545	+2%	+$41.7K	1.7%	15
2026 Q1	$2.05M	Buy	29,788 +190	+0.6%	+$14.1K	1.66%	16
2025 Q4	$2.28M	Sell	29,598 -820	-3%	-$67.9K	1.92%	16
2025 Q3	$2.63M	Sell	30,418 -1,430	-4%	-$109K	2.32%	11
2025 Q2	$2.24M	Sell	31,848 -800	-2%	-$44.1K	2.16%	14
2025 Q1	$1.54M	Buy	32,648 +251	+0.8%	+$14.4K	1.58%	21
2024 Q4	$1.84M	Buy	+32,397	New	+$1.74M	1.77%	19

Other funds holding ARKK

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

MPCA

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Post Resch Tallon Group's ARKK Position: Q2 2026 in Review

Post Resch Tallon Group increased its ARK Innovation ETF (ARKK) stake by 1.8% in Q2 2026, buying an estimated $41.7K and bringing the position to 30,333 shares worth $2.45M. The position accounts for 1.7% of the portfolio, ranked #15.

Post Resch Tallon Group first reported a position in ARKK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.63M in Q3 2025. 87 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Post Resch Tallon Group held 30,333 shares of ARK Innovation ETF worth $2.45M as of Q2 2026.
Post Resch Tallon Group bought 545 ARK Innovation ETF shares in Q2 2026, an estimated $41.7K.
ARK Innovation ETF made up 1.7% of Post Resch Tallon Group's portfolio in Q2 2026, its #15 holding.
Post Resch Tallon Group first reported a position in ARK Innovation ETF in Q4 2024 and has held it in 7 quarters since.
Post Resch Tallon Group's ARK Innovation ETF position peaked at $2.63M in Q3 2025.
87 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.