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 $1.89T AUM 35.08% 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

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

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

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

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

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

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

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

Ritter Daniher Financial Advisory's ARKK Position: Q2 2025 in Review

Ritter Daniher Financial Advisory sold out of ARK Innovation ETF (ARKK) in Q2 2025, closing a stake of 26 shares — an estimated $1.24K sold.

Ritter Daniher Financial Advisory first reported a position in ARKK in Q2 2022 and held it in 12 quarters. The position peaked at $1.48K in Q4 2024. 576 funds tracked by Wall St. Rank hold ARKK as of Q2 2025.

Ritter Daniher Financial Advisory reported no remaining ARK Innovation ETF position as of Q2 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 26 ARK Innovation ETF shares in Q2 2025, an estimated $1.24K.
Ritter Daniher Financial Advisory first reported a position in ARK Innovation ETF in Q2 2022 and held it in 12 quarters.
Ritter Daniher Financial Advisory's ARK Innovation ETF position peaked at $1.48K in Q4 2024.
576 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.