Security National Trust’s ARK Innovation ETF ARKK Stock Holding History

Security National Trust’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
2021 Q3	$13K	Hold	100	–	–	﹤0.01%	334
2021 Q2	$13K	Buy	+100	New	+$11.7K	﹤0.01%	343

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Security National Trust's ARKK Position: Q3 2021 in Review

Security National Trust held its ARK Innovation ETF (ARKK) position steady in Q3 2021 at 100 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Security National Trust first reported a position in ARKK in Q2 2021 and has held it in 2 quarters since. 799 funds tracked by Wall St. Rank hold ARKK as of Q3 2021.

Security National Trust held 100 shares of ARK Innovation ETF worth $13K as of Q3 2021.
Security National Trust left its ARK Innovation ETF share count unchanged in Q3 2021.
ARK Innovation ETF made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #334 holding.
Security National Trust first reported a position in ARK Innovation ETF in Q2 2021 and has held it in 2 quarters since.
799 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.