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Stablepoint Partners’s ARK Innovation ETF ARKK Stock Holding History

Stablepoint Partners’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 		$491K Hold
6,072
– – 0.07% 192
2026
Q1 		$410K Buy
6,072
+693
+13% +$51.4K 0.06% 204
2025
Q4 		$414K Sell
5,379
-105
-2% -$8.7K 0.06% 189
2025
Q3 		$473K Sell
5,484
-3,211
-37% -$245K 0.08% 184
2025
Q2 		$611K Sell
8,695
-562
-6% -$31K 0.1% 168
2025
Q1 		$440K Sell
9,257
-12,664
-58% -$726K 0.08% 188
2024
Q4 		$1.24M Sell
21,921
-2,889
-12% -$155K 0.23% 122
2024
Q3 		$1.18M Sell
24,810
-7,301
-23% -$328K 0.21% 131
2024
Q2 		$1.47M Buy
32,111
+5,227
+19% +$233K 0.29% 103
2024
Q1 		$1.35M Buy
26,884
+6,719
+33% +$328K 0.27% 108
2023
Q4 		$1.06M Buy
+20,165
New +$873K 0.27% 104

Other funds holding ARKK

MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return