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Rothschild Investment LLC’s ARK Innovation ETF ARKK Stock Holding History

Rothschild Investment LLC’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
Q1 		$192K Hold
2,840
– – 0.01% 683
2025
Q4 		$218K Hold
2,840
– – 0.01% 596
2025
Q3 		$245K Hold
2,840
– – 0.01% 541
2025
Q2 		$200K Hold
2,840
– – 0.01% 513
2025
Q1 		$135K Hold
2,840
– – 0.01% 575
2024
Q4 		$161K Hold
2,840
– – 0.01% 551
2024
Q3 		$135K Buy
2,840
+2,709
+2,068% +$122K 0.01% 589
2024
Q2 		$5.76K Buy
131
+31
+31% +$1.39K ﹤0.01% 1185
2024
Q1 		$5.01K Sell
100
-100
-50% -$4.88K ﹤0.01% 1137
2023
Q4 		$10.5K Buy
+200
New +$8.66K ﹤0.01% 984
2022
Q3 		– Sell
-6,025
Closed -$240K – 484
2022
Q2 		$240K Buy
+6,025
New +$287K 0.02% 405

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State of Wisconsin Investment Board
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Bank of America
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return