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Silver Oak Securities’s ARK Innovation ETF ARKK Stock Holding History

Silver Oak Securities’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
Q3 		– Sell
-2,773
Closed -$195K – 756
2025
Q2 		$195K Buy
+2,773
New +$153K 0.02% 647
2025
Q1 		– Sell
-5,119
Closed -$295K – 659
2024
Q4 		$295K Buy
+5,119
New +$274K 0.03% 513
2022
Q2 		– Sell
-4,426
Closed -$268K – 281
2022
Q1 		$268K Buy
+4,426
New +$312K 0.05% 250

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JP Morgan Chase
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Citigroup
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State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return