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Sowell Financial Services’s ARK Innovation ETF ARKK Stock Holding History

Sowell Financial Services’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 		$461K Buy
+5,702
New +$436K 0.02% 678
2026
Q1 		– Sell
-4,106
Closed -$316K – 1127
2025
Q4 		$316K Buy
4,106
+1,394
+51% +$115K 0.01% 813
2025
Q3 		$234K Sell
2,712
-2,888
-52% -$221K 0.01% 923
2025
Q2 		$394K Buy
+5,600
New +$309K 0.02% 681
2025
Q1 		– Sell
-21,773
Closed -$1.24M – 1011
2024
Q4 		$1.24M Buy
+21,773
New +$1.17M 0.07% 283
2023
Q2 		– Sell
-6,052
Closed -$244K – 571
2023
Q1 		$244K Sell
6,052
-31,390
-84% -$1.2M 0.02% 633
2022
Q4 		$1.17M Buy
37,442
+6,995
+23% +$250K 0.08% 292
2022
Q3 		$1.15M Buy
+30,447
New +$1.36M 0.12% 222
2022
Q1 		– Sell
-25,122
Closed -$2.38M – 188
2021
Q4 		$2.38M Sell
25,122
-6,725
-21% -$734K 0.14% 170
2021
Q3 		$3.52M Buy
31,847
+20,592
+183% +$2.48M 0.24% 107
2021
Q2 		$1.47M Sell
11,255
-1,140
-9% -$133K 0.1% 237
2021
Q1 		$1.34M Buy
12,395
+4,644
+60% +$628K 0.05% 335
2020
Q4 		$965K Buy
7,751
+4,795
+162% +$520K 0.04% 336
2020
Q3 		$272K Buy
2,956
+508
+21% +$43.5K 0.01% 645
2020
Q2 		$175K Sell
2,448
-50
-2% -$2.92K 0.01% 766
2020
Q1 		$110K Buy
2,498
+117
+5% +$5.96K 0.01% 814
2019
Q4 		$119K Sell
2,381
-43
-2% -$2K 0.01% 857
2019
Q3 		$104K Buy
+2,424
New +$111K 0.01% 818

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's ARKK Position: Q2 2026 in Review

Sowell Financial Services opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 5,702 shares worth $461K. The stake represents 0.02% of the portfolio and ranks #678 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in ARKK as recently as Q4 2025.

Sowell Financial Services first reported a position in ARKK in Q3 2019 and has held it in 18 quarters since. The position peaked at $3.52M in Q3 2021. 633 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Sowell Financial Services held 5,702 shares of ARK Innovation ETF worth $461K as of Q2 2026.
  • ARK Innovation ETF was a new Sowell Financial Services position in Q2 2026.
  • ARK Innovation ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #678 holding.
  • Sowell Financial Services first reported a position in ARK Innovation ETF in Q3 2019 and has held it in 18 quarters since.
  • Sowell Financial Services's ARK Innovation ETF position peaked at $3.52M in Q3 2021.
  • 633 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.