Strategic Wealth Investment Group’s ARK Innovation ETF ARKK Stock Holding History

Strategic Wealth Investment Group’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	$1.56M	Sell	23,120 -651	-3%	-$48.3K	0.2%	56
2025 Q4	$1.83M	Sell	23,771 -11,661	-33%	-$966K	0.22%	54
2025 Q3	$3.06M	Buy	35,432 +32,780	+1,236%	+$2.51M	0.26%	52
2025 Q2	$186K	Buy	+2,652	New	+$146K	0.27%	50
2025 Q1	–	Sell	-45,428	Closed	-$2.58M	–	55
2024 Q4	$2.58M	Sell	45,428 -4,985	-10%	-$267K	0.28%	53
2024 Q3	$2.33M	Buy	50,413 +9,243	+22%	+$415K	0.25%	58
2024 Q2	$1.83M	Buy	+41,170	New	+$1.84M	0.23%	62
2023 Q3	–	Sell	-25,640	Closed	-$1.13M	–	103
2023 Q2	$1.13M	Sell	25,640 -10,175	-28%	-$404K	0.18%	69
2023 Q1	$1.44M	Buy	35,815 +23,789	+198%	+$912K	0.27%	59
2022 Q4	$432K	Buy	12,026 +6,134	+104%	+$219K	0.1%	75
2022 Q3	$222K	Buy	+5,892	New	+$262K	0.06%	101

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Strategic Wealth Investment Group's ARKK Position: Q1 2026 in Review

Strategic Wealth Investment Group reduced its ARK Innovation ETF (ARKK) stake by 2.7% in Q1 2026, selling an estimated $48.3K and leaving 23,120 shares worth $1.56M. The position accounts for 0.2% of the portfolio, ranked #56.

Strategic Wealth Investment Group first reported a position in ARKK in Q3 2022 and has held it in 11 quarters since. The position peaked at $3.06M in Q3 2025. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

Strategic Wealth Investment Group held 23,120 shares of ARK Innovation ETF worth $1.56M as of Q1 2026.
Strategic Wealth Investment Group sold 651 ARK Innovation ETF shares in Q1 2026, an estimated $48.3K.
ARK Innovation ETF made up 0.2% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #56 holding.
Strategic Wealth Investment Group first reported a position in ARK Innovation ETF in Q3 2022 and has held it in 11 quarters since.
Strategic Wealth Investment Group's ARK Innovation ETF position peaked at $3.06M in Q3 2025.
586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

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