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Principle Wealth Partners’s ARK Innovation ETF ARKK Stock Holding History

Principle Wealth Partners’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 		$497K Hold
6,148
– – 0.02% 258
2026
Q1 		$416K Sell
6,148
-25
-0.4% -$1.85K 0.02% 271
2025
Q4 		$475K Hold
6,173
– – 0.03% 249
2025
Q3 		$533K Hold
6,173
– – 0.03% 231
2025
Q2 		$434K Sell
6,173
-4,792
-44% -$264K 0.03% 244
2025
Q1 		$522K Sell
10,965
-810
-7% -$46.4K 0.04% 220
2024
Q4 		$668K Sell
11,775
-617
-5% -$33.1K 0.05% 193
2024
Q3 		$589K Sell
12,392
-2,247
-15% -$101K 0.04% 210
2024
Q2 		$643K Sell
14,639
-1,619
-10% -$72.3K 0.05% 190
2024
Q1 		$814K Hold
16,258
– – 0.06% 172
2023
Q4 		$851K Sell
16,258
-2,165
-12% -$93.7K 0.07% 167
2023
Q3 		$731K Sell
18,423
-41
-0.2% -$1.81K 0.07% 169
2023
Q2 		$815K Buy
18,464
+198
+1% +$7.87K 0.08% 155
2023
Q1 		$737K Sell
18,266
-1,582
-8% -$60.6K 0.08% 156
2022
Q4 		$620K Sell
19,848
-563
-3% -$20.1K 0.07% 167
2022
Q3 		$770K Sell
20,411
-1,618
-7% -$72K 0.07% 143
2022
Q2 		$879K Sell
22,029
-11,696
-35% -$557K 0.11% 144
2022
Q1 		$2.24M Sell
33,725
-24,898
-42% -$1.76M 0.24% 92
2021
Q4 		$5.54M Sell
58,623
-7,430
-11% -$811K 0.58% 35
2021
Q3 		$7.3M Buy
66,053
+5,817
+10% +$700K 0.84% 22
2021
Q2 		$7.88M Buy
60,236
+4,685
+8% +$546K 0.89% 22
2021
Q1 		$6.66M Buy
55,551
+9,540
+21% +$1.29M 0.78% 25
2020
Q4 		$5.73M Buy
46,011
+10,323
+29% +$1.12M 0.75% 27
2020
Q3 		$3.28M Buy
35,688
+8,234
+30% +$705K 0.91% 19
2020
Q2 		$1.96M Buy
27,454
+4,558
+20% +$267K 0.57% 32
2020
Q1 		$1.01M Buy
22,896
+1,007
+5% +$51.3K 0.38% 46
2019
Q4 		$1.1M Buy
21,889
+1,000
+5% +$46.5K 0.35% 53
2019
Q3 		$896K Buy
20,889
+400
+2% +$18.3K 0.31% 62
2019
Q2 		$983K Buy
20,489
+2,905
+17% +$132K 0.51% 43
2019
Q1 		$822K Buy
17,584
+3,709
+27% +$163K 0.47% 45
2018
Q4 		$561K Buy
+13,875
New +$586K 0.47% 48

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principle Wealth Partners's ARKK Position: Q2 2026 in Review

Principle Wealth Partners held its ARK Innovation ETF (ARKK) position steady in Q2 2026 at 6,148 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #258.

Principle Wealth Partners first reported a position in ARKK in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.88M in Q2 2021. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Principle Wealth Partners held 6,148 shares of ARK Innovation ETF worth $497K as of Q2 2026.
  • Principle Wealth Partners left its ARK Innovation ETF share count unchanged in Q2 2026.
  • ARK Innovation ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #258 holding.
  • Principle Wealth Partners first reported a position in ARK Innovation ETF in Q4 2018 and has held it in 31 quarters since.
  • Principle Wealth Partners's ARK Innovation ETF position peaked at $7.88M in Q2 2021.
  • 636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.