SteelPeak Wealth’s ARK Innovation ETF ARKK Stock Holding History

SteelPeak Wealth’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	$926K	Sell	11,454 -1,513	-12%	-$116K	0.02%	325
2026 Q1	$876K	Buy	12,967 +7,108	+121%	+$527K	0.03%	307
2025 Q4	$451K	Sell	5,859 -2,950	-33%	-$244K	0.01%	370
2025 Q3	$760K	Sell	8,809 -3,312	-27%	-$253K	0.03%	335
2025 Q2	$852K	Sell	12,121 -8,320	-41%	-$459K	0.03%	292
2025 Q1	$973K	Sell	20,441 -41,426	-67%	-$2.37M	0.04%	255
2024 Q4	$3.51M	Buy	+61,867	New	+$3.31M	0.15%	114
2024 Q3	–	Sell	-7,931	Closed	-$349K	–	521
2024 Q2	$349K	Buy	7,931 +3,115	+65%	+$139K	0.02%	357
2024 Q1	$241K	Sell	4,816 -34,891	-88%	-$1.7M	0.01%	399
2023 Q4	$2.08M	Buy	39,707 +34,008	+597%	+$1.47M	0.12%	132
2023 Q3	$226K	Sell	5,699 -3,689	-39%	-$163K	0.01%	368
2023 Q2	$414K	Buy	+9,388	New	+$373K	0.02%	268
2022 Q4	–	Sell	-14,743	Closed	-$556K	–	417
2022 Q3	$556K	Buy	+14,743	New	+$656K	0.04%	230
2022 Q2	–	Sell	-15,545	Closed	-$1.03M	–	406
2022 Q1	$1.03M	Sell	15,545 -8,061	-34%	-$569K	0.06%	187
2021 Q4	$2.23M	Buy	23,606 +10,152	+75%	+$1.11M	0.13%	113
2021 Q3	$1.49M	Sell	13,454 -4,473	-25%	-$538K	0.1%	127
2021 Q2	$2.34M	Buy	17,927 +2,245	+14%	+$262K	0.17%	106
2021 Q1	$1.88M	Buy	15,682 +10,632	+211%	+$1.44M	0.15%	106
2020 Q4	$629K	Buy	5,050 +1,150	+29%	+$125K	0.06%	189
2020 Q3	$359K	Buy	+3,900	New	+$334K	0.04%	197

Other funds holding ARKK

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return