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Root Financial Partners’s ARK Innovation ETF ARKK Stock Holding History

Root Financial 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 		– Sell
-270
Closed -$18.3K – 589
2026
Q1 		$18.3K Buy
270
+32
+13% +$2.37K ﹤0.01% 1370
2025
Q4 		$18.3K Buy
238
+83
+54% +$6.88K ﹤0.01% 1228
2025
Q3 		$13.4K Buy
+155
New +$11.8K ﹤0.01% 1314

Other funds holding ARKK

ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Root Financial Partners's ARKK Position: Q2 2026 in Review

Root Financial Partners sold out of ARK Innovation ETF (ARKK) in Q2 2026, closing a stake of 270 shares — an estimated $18.3K sold.

Root Financial Partners first reported a position in ARKK in Q3 2025 and held it in 3 quarters. The position peaked at $18.3K in Q4 2025. 237 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Root Financial Partners reported no remaining ARK Innovation ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 270 ARK Innovation ETF shares in Q2 2026, an estimated $18.3K.
  • Root Financial Partners first reported a position in ARK Innovation ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ARK Innovation ETF position peaked at $18.3K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.