Ritter Daniher Financial Advisory’s ARK Innovation ETF ARKK Stock Holding History

Ritter Daniher Financial Advisory’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 Q2	–	Sell	-26	Closed	-$1.24K	–	339
2025 Q1	$1.24K	Hold	26	–	–	﹤0.01%	291
2024 Q4	$1.48K	Hold	26	–	–	﹤0.01%	282
2024 Q3	$1.24K	Hold	26	–	–	﹤0.01%	293
2024 Q2	$1.14K	Hold	26	–	–	﹤0.01%	289
2024 Q1	$1.3K	Hold	26	–	–	﹤0.01%	281
2023 Q4	$1.36K	Hold	26	–	–	﹤0.01%	318
2023 Q3	$1.03K	Hold	26	–	–	﹤0.01%	327
2023 Q2	$1.15K	Hold	26	–	–	﹤0.01%	296
2023 Q1	$1.05K	Hold	26	–	–	﹤0.01%	274
2022 Q4	$812	Hold	26	–	–	﹤0.01%	266
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	231
2022 Q2	$1K	Buy	+26	New	+$1.24K	﹤0.01%	230

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return