Regal Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Regal Investment 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 Q2	$874K	Sell	10,811 -990	-8%	-$75.7K	0.05%	346
2026 Q1	$798K	Sell	11,801 -872	-7%	-$64.7K	0.05%	336
2025 Q4	$975K	Buy	12,673 +286	+2%	+$23.7K	0.06%	287
2025 Q3	$1.07M	Buy	12,387 +5,478	+79%	+$419K	0.07%	254
2025 Q2	$486K	Buy	+6,909	New	+$381K	0.04%	344
2021 Q4	–	Sell	-1,807	Closed	-$200K	–	538
2021 Q3	$200K	Sell	1,807 -170	-9%	-$20.5K	0.02%	509
2021 Q2	$259K	Buy	+1,977	New	+$230K	0.03%	449

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Regal Investment Advisors's ARKK Position: Q2 2026 in Review

Regal Investment Advisors reduced its ARK Innovation ETF (ARKK) stake by 8.4% in Q2 2026, selling an estimated $75.7K and leaving 10,811 shares worth $874K. The position accounts for 0.05% of the portfolio, ranked #346.

Regal Investment Advisors first reported a position in ARKK in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.07M in Q3 2025. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Regal Investment Advisors held 10,811 shares of ARK Innovation ETF worth $874K as of Q2 2026.
Regal Investment Advisors sold 990 ARK Innovation ETF shares in Q2 2026, an estimated $75.7K.
ARK Innovation ETF made up 0.05% of Regal Investment Advisors's portfolio in Q2 2026, its #346 holding.
Regal Investment Advisors first reported a position in ARK Innovation ETF in Q2 2021 and has held it in 7 quarters since.
Regal Investment Advisors's ARK Innovation ETF position peaked at $1.07M in Q3 2025.
633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.