Root Financial Partners
ARKK icon

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
Q3 		– Hold
0
– – – 3819
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

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AXS Investments
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Root Financial Partners's ARKK Position: Q3 2026 in Review

Root Financial Partners held its ARK Innovation ETF (ARKK) position steady in Q3 2026 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #3819.

Root Financial Partners first reported a position in ARKK in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.3K in Q4 2025. 366 funds tracked by Wall St. Rank hold ARKK as of Q3 2026.

  • Root Financial Partners held 0 shares of ARK Innovation ETF worth $4 as of Q3 2026.
  • Root Financial Partners left its ARK Innovation ETF share count unchanged in Q3 2026.
  • ARK Innovation ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3819 holding.
  • Root Financial Partners first reported a position in ARK Innovation ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's ARK Innovation ETF position peaked at $18.3K in Q4 2025.
  • 366 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.