Significant Wealth Partners’s ARK Innovation ETF ARKK Stock Holding History

Significant Wealth Partners’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
2025 Q4	–	Sell	-9,469	Closed	-$817K	–	72
2025 Q3	$817K	Sell	9,469 -594	-6%	-$45.4K	0.4%	21
2025 Q2	$707K	Sell	10,063 -122	-1%	-$6.72K	0.35%	19
2025 Q1	$485K	Buy	10,185 +2,543	+33%	+$146K	0.25%	32
2024 Q4	$434K	Buy	7,642 +3,083	+68%	+$165K	0.22%	29
2024 Q3	$217K	Hold	4,559	–	–	0.11%	70
2024 Q2	$200K	Hold	4,559	–	–	0.11%	65
2024 Q1	$228K	Hold	4,559	–	–	0.15%	137
2023 Q4	$239K	Buy	+4,559	New	+$197K	0.17%	133

Other funds holding ARKK

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Significant Wealth Partners's ARKK Position: Q4 2025 in Review

Significant Wealth Partners sold out of ARK Innovation ETF (ARKK) in Q4 2025, closing a stake of 9,469 shares — an estimated $817K sold.

Significant Wealth Partners first reported a position in ARKK in Q4 2023 and held it in 8 quarters. The position peaked at $817K in Q3 2025. 632 funds tracked by Wall St. Rank hold ARKK as of Q4 2025.

Significant Wealth Partners reported no remaining ARK Innovation ETF position as of Q4 2025 after selling out during the quarter.
Significant Wealth Partners sold 9,469 ARK Innovation ETF shares in Q4 2025, an estimated $817K.
Significant Wealth Partners first reported a position in ARK Innovation ETF in Q4 2023 and held it in 8 quarters.
Significant Wealth Partners's ARK Innovation ETF position peaked at $817K in Q3 2025.
632 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.