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Spectrum Wealth Counsel’s ARK Innovation ETF ARKK Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$143 Hold
3
– – ﹤0.01% 364
2024
Q4 		$171 Hold
3
– – ﹤0.01% 358
2024
Q3 		$143 Hold
3
– – ﹤0.01% 382
2024
Q2 		$132 Hold
3
– – ﹤0.01% 373
2024
Q1 		$151 Hold
3
– – ﹤0.01% 370
2023
Q4 		$158 Buy
+3
New +$130 ﹤0.01% 328

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Spectrum Wealth Counsel's ARKK Position: Q1 2025 in Review

Spectrum Wealth Counsel held its ARK Innovation ETF (ARKK) position steady in Q1 2025 at 3 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Spectrum Wealth Counsel first reported a position in ARKK in Q4 2023 and has held it in 6 quarters since. The position peaked at $171 in Q4 2024. 554 funds tracked by Wall St. Rank hold ARKK as of Q1 2025.

  • Spectrum Wealth Counsel held 3 shares of ARK Innovation ETF worth $143 as of Q1 2025.
  • Spectrum Wealth Counsel left its ARK Innovation ETF share count unchanged in Q1 2025.
  • ARK Innovation ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #364 holding.
  • Spectrum Wealth Counsel first reported a position in ARK Innovation ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's ARK Innovation ETF position peaked at $171 in Q4 2024.
  • 554 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.