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Sheaff Brock Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Sheaff Brock Investment Advisors’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
2022
Q2 		– Sell
-38,000
Closed -$2.52M – 502
2022
Q1 		$2.52M Buy
+38,000
New +$2.68M 0.18% 88

Other funds holding ARKK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Sheaff Brock Investment Advisors's ARKK Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of ARK Innovation ETF (ARKK) in Q2 2024, closing a stake of 4,816 shares — an estimated $241K sold.

Sheaff Brock Investment Advisors first reported a position in ARKK in Q1 2021 and held it in 13 quarters. The position peaked at $733K in Q1 2022. 590 funds tracked by Wall St. Rank hold ARKK as of Q2 2024.

  • Sheaff Brock Investment Advisors reported no remaining ARK Innovation ETF position as of Q2 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 4,816 ARK Innovation ETF shares in Q2 2024, an estimated $241K.
  • Sheaff Brock Investment Advisors first reported a position in ARK Innovation ETF in Q1 2021 and held it in 13 quarters.
  • Sheaff Brock Investment Advisors's ARK Innovation ETF position peaked at $733K in Q1 2022.
  • 590 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.