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Strategic Family Wealth Counselors’s ARK Innovation ETF ARKK Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		$6.01M Sell
88,952
-8,366
-9% -$621K 1.58% 24
2025
Q4 		$7.71M Buy
97,318
+2,747
+3% +$228K 1.73% 20
2025
Q3 		$8.16M Sell
94,571
-1,758
-2% -$134K 2.1% 14
2025
Q2 		$6.77M Sell
96,329
-998
-1% -$55K 1.93% 16
2025
Q1 		$4.63M Sell
97,327
-3,431
-3% -$197K 1.51% 22
2024
Q4 		$5.72M Sell
100,758
-17,200
-15% -$922K 1.86% 20
2024
Q3 		$5.61M Sell
117,958
-4,604
-4% -$207K 1.96% 19
2024
Q2 		$5.39M Sell
122,562
-2,761
-2% -$123K 2.05% 17
2024
Q1 		$6.28M Buy
125,323
+406
+0.3% +$19.8K 2.48% 14
2023
Q4 		$6.54M Sell
124,917
-11,313
-8% -$490K 2.74% 12
2023
Q3 		$5.4M Sell
136,230
-4,705
-3% -$207K 2.6% 17
2023
Q2 		$6.22M Sell
140,935
-7,980
-5% -$317K 2.86% 12
2023
Q1 		$6.01M Sell
148,915
-4,641
-3% -$178K 2.85% 12
2022
Q4 		$4.8M Sell
153,556
-36,706
-19% -$1.31M 2.38% 17
2022
Q3 		$7.18M Sell
190,262
-12,909
-6% -$575K 3.52% 6
2022
Q2 		$8.1M Sell
203,171
-27,880
-12% -$1.33M 3.89% 6
2022
Q1 		$15.3M Sell
231,051
-25,552
-10% -$1.8M 6.17% 3
2021
Q4 		$24.3M Sell
256,603
-44,888
-15% -$4.9M 7.78% 2
2021
Q3 		$33.3M Buy
301,491
+11,017
+4% +$1.33M 11.4% 2
2021
Q2 		$38M Sell
290,474
-6,993
-2% -$815K 12.42% 2
2021
Q1 		$35.7M Buy
297,467
+17,487
+6% +$2.37M 13.45% 2
2020
Q4 		$34.9M Buy
279,980
+40,372
+17% +$4.38M 17.98% 1
2020
Q3 		$22M Buy
239,608
+72,487
+43% +$6.2M 12.37% 2
2020
Q2 		$11.9M Buy
167,121
+73,069
+78% +$4.27M 7.5% 3
2020
Q1 		$4.14M Sell
94,052
-6,905
-7% -$352K 3.09% 9
2019
Q4 		$5.05M Buy
100,957
+3,946
+4% +$183K 4.08% 7
2019
Q3 		$4.16M Buy
97,011
+17,130
+21% +$786K 3.15% 9
2019
Q2 		$3.83M Buy
79,881
+17,955
+29% +$817K 2.97% 11
2019
Q1 		$2.89M Buy
61,926
+28,262
+84% +$1.24M 2.34% 15
2018
Q4 		$1.25M Buy
+33,664
New +$1.42M 1.42% 20

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Strategic Family Wealth Counselors's ARKK Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its ARK Innovation ETF (ARKK) stake by 8.6% in Q1 2026, selling an estimated $621K and leaving 88,952 shares worth $6.01M. The position accounts for 1.58% of the portfolio, ranked #24.

Strategic Family Wealth Counselors first reported a position in ARKK in Q4 2018 and has held it in 30 quarters since. The position peaked at $38M in Q2 2021. 589 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • Strategic Family Wealth Counselors held 88,952 shares of ARK Innovation ETF worth $6.01M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 8,366 ARK Innovation ETF shares in Q1 2026, an estimated $621K.
  • ARK Innovation ETF made up 1.58% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #24 holding.
  • Strategic Family Wealth Counselors first reported a position in ARK Innovation ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's ARK Innovation ETF position peaked at $38M in Q2 2021.
  • 589 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.