SageView Advisory Group’s ARK Innovation ETF ARKK Stock Holding History

SageView Advisory Group’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	–	Sell	-2,811	Closed	-$216K	–	692
2025 Q4	$216K	Hold	2,811	–	–	0.01%	576
2025 Q3	$243K	Buy	+2,811	New	+$215K	0.01%	576
2024 Q1	–	Sell	-10,828	Closed	-$507K	–	529
2023 Q4	$507K	Buy	10,828 +642	+6%	+$27.8K	0.02%	394
2023 Q3	$404K	Sell	10,186 -608	-6%	-$26.8K	0.02%	361
2023 Q2	$476K	Buy	+10,794	New	+$429K	0.03%	360

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

SageView Advisory Group's ARKK Position: Q1 2026 in Review

SageView Advisory Group sold out of ARK Innovation ETF (ARKK) in Q1 2026, closing a stake of 2,811 shares — an estimated $216K sold.

SageView Advisory Group first reported a position in ARKK in Q2 2023 and held it in 5 quarters. The position peaked at $507K in Q4 2023. 593 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

SageView Advisory Group reported no remaining ARK Innovation ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 2,811 ARK Innovation ETF shares in Q1 2026, an estimated $216K.
SageView Advisory Group first reported a position in ARK Innovation ETF in Q2 2023 and held it in 5 quarters.
SageView Advisory Group's ARK Innovation ETF position peaked at $507K in Q4 2023.
593 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.