SFG Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

SFG Wealth Management’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	$208K	Buy	+2,573	New	+$197K	0.07%	110
2026 Q1	–	Sell	-3,010	Closed	-$232K	–	102
2025 Q4	$232K	Sell	3,010 -110	-4%	-$9.11K	0.09%	124
2025 Q3	$269K	Buy	+3,120	New	+$239K	0.12%	116
2025 Q1	–	Sell	-3,948	Closed	-$224K	–	117
2024 Q4	$224K	Buy	+3,948	New	+$212K	0.12%	93
2024 Q2	–	Sell	-4,956	Closed	-$248K	–	89
2024 Q1	$248K	Sell	4,956 -1,006	-17%	-$49.1K	0.15%	85
2023 Q4	$312K	Sell	5,962 -560	-9%	-$24.2K	0.21%	70
2023 Q3	$259K	Sell	6,522 -521	-7%	-$23K	0.21%	73
2023 Q2	$311K	Hold	7,043	–	–	0.26%	70
2023 Q1	$284K	Sell	7,043 -362	-5%	-$13.9K	0.31%	56
2022 Q4	$231K	Sell	7,405 -996	-12%	-$35.6K	0.29%	66
2022 Q3	$317K	Buy	8,401 +501	+6%	+$22.3K	0.43%	49
2022 Q2	$315K	Sell	7,900 -388	-5%	-$18.5K	0.37%	54
2022 Q1	$549K	Sell	8,288 -639	-7%	-$45.1K	0.51%	44
2021 Q4	$844K	Buy	+8,927	New	+$975K	0.75%	37

Other funds holding ARKK

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

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

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

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

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

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

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

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

SFG Wealth Management's ARKK Position: Q2 2026 in Review

SFG Wealth Management opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 2,573 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #110 among its holdings. This is a return to the name: SFG Wealth Management previously reported a position in ARKK as recently as Q4 2025.

SFG Wealth Management first reported a position in ARKK in Q4 2021 and has held it in 14 quarters since. The position peaked at $844K in Q4 2021. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

SFG Wealth Management held 2,573 shares of ARK Innovation ETF worth $208K as of Q2 2026.
ARK Innovation ETF was a new SFG Wealth Management position in Q2 2026.
ARK Innovation ETF made up 0.07% of SFG Wealth Management's portfolio in Q2 2026, its #110 holding.
SFG Wealth Management first reported a position in ARK Innovation ETF in Q4 2021 and has held it in 14 quarters since.
SFG Wealth Management's ARK Innovation ETF position peaked at $844K in Q4 2021.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.