Retirement Planning Group (New York)’s ARK Innovation ETF ARKK Stock Holding History

Retirement Planning Group (New York)’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	$309K	Sell	3,823 -24	-0.6%	-$1.83K	0.17%	78
2026 Q1	$260K	Sell	3,847 -65	-2%	-$4.82K	0.17%	78
2025 Q4	$301K	Buy	3,912 +295	+8%	+$24.4K	0.21%	68
2025 Q3	$312K	Buy	3,617 +208	+6%	+$15.9K	0.23%	66
2025 Q2	$240K	Buy	+3,409	New	+$188K	0.21%	68
2025 Q1	–	Sell	-3,523	Closed	-$200K	–	71
2024 Q4	$200K	Buy	+3,523	New	+$189K	0.22%	64

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

Retirement Planning Group (New York)'s ARKK Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its ARK Innovation ETF (ARKK) stake by 0.62% in Q2 2026, selling an estimated $1.83K and leaving 3,823 shares worth $309K. The position accounts for 0.17% of the portfolio, ranked #78.

Retirement Planning Group (New York) first reported a position in ARKK in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q3 2025. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Retirement Planning Group (New York) held 3,823 shares of ARK Innovation ETF worth $309K as of Q2 2026.
Retirement Planning Group (New York) sold 24 ARK Innovation ETF shares in Q2 2026, an estimated $1.83K.
ARK Innovation ETF made up 0.17% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #78 holding.
Retirement Planning Group (New York) first reported a position in ARK Innovation ETF in Q4 2024 and has held it in 6 quarters since.
Retirement Planning Group (New York)'s ARK Innovation ETF position peaked at $312K in Q3 2025.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.