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SII Investments’s ARK Innovation ETF ARKK Stock Holding History

SII Investments’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
2018
Q1 		– Sell
-21,326
Closed -$791K – 16
2017
Q4 		$791K Buy
21,326
+5,696
+36% +$205K 0.08% 182
2017
Q3 		$537K Buy
+15,630
New +$492K 0.03% 340

Other funds holding ARKK

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RJFSA
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BA
BKS Advisors Southfield, Michigan $249M AUM 14.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return