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Squar Milner Financial Services’s ARK Innovation ETF ARKK Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-100
Closed -$4K – 242
2020
Q1 		$4K Buy
+100
New +$5.1K ﹤0.01% 609

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MFG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Squar Milner Financial Services's ARKK Position: Q2 2020 in Review

Squar Milner Financial Services sold out of ARK Innovation ETF (ARKK) in Q2 2020, closing a stake of 100 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in ARKK in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 313 funds tracked by Wall St. Rank hold ARKK as of Q2 2020.

  • Squar Milner Financial Services reported no remaining ARK Innovation ETF position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 100 ARK Innovation ETF shares in Q2 2020, an estimated $4K.
  • Squar Milner Financial Services first reported a position in ARK Innovation ETF in Q1 2020 and held it in 1 quarter.
  • Squar Milner Financial Services's ARK Innovation ETF position peaked at $4K in Q1 2020.
  • 313 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.