Summit Investment Advisory Services’s ARK Innovation ETF ARKK Stock Holding History

Summit Investment Advisory 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
2026 Q2	$905K	Sell	11,200 -82	-0.7%	-$6.27K	0.23%	36
2026 Q1	$763K	Hold	11,282	–	–	0.28%	34
2025 Q4	$868K	Buy	11,282 +56	+0.5%	+$4.64K	0.33%	32
2025 Q3	$969K	Sell	11,226 -32	-0.3%	-$2.45K	0.39%	29
2025 Q2	$791K	Sell	11,258 -790	-7%	-$43.5K	0.34%	30
2025 Q1	$573K	Buy	12,048 +1,317	+12%	+$75.5K	0.28%	36
2024 Q4	$609K	Buy	10,731 +424	+4%	+$22.7K	0.31%	37
2024 Q3	$490K	Buy	+10,307	New	+$463K	0.26%	38
2024 Q2	–	Sell	-10,198	Closed	-$511K	–	43
2024 Q1	$511K	Sell	10,198 -60	-0.6%	-$2.93K	0.3%	37
2023 Q4	$537K	Buy	10,258 +680	+7%	+$29.4K	0.34%	35
2023 Q3	$380K	Sell	9,578 -29	-0.3%	-$1.28K	0.28%	37
2023 Q2	$424K	Hold	9,607	–	–	0.28%	35
2023 Q1	$388K	Sell	9,607 -43	-0.4%	-$1.65K	0.28%	37
2022 Q4	$301K	Buy	+9,650	New	+$345K	0.36%	37

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Investment Advisory Services's ARKK Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its ARK Innovation ETF (ARKK) stake by 0.73% in Q2 2026, selling an estimated $6.27K and leaving 11,200 shares worth $905K. The position accounts for 0.23% of the portfolio, ranked #36.

Summit Investment Advisory Services first reported a position in ARKK in Q4 2022 and has held it in 14 quarters since. The position peaked at $969K in Q3 2025. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

Summit Investment Advisory Services held 11,200 shares of ARK Innovation ETF worth $905K as of Q2 2026.
Summit Investment Advisory Services sold 82 ARK Innovation ETF shares in Q2 2026, an estimated $6.27K.
ARK Innovation ETF made up 0.23% of Summit Investment Advisory Services's portfolio in Q2 2026, its #36 holding.
Summit Investment Advisory Services first reported a position in ARK Innovation ETF in Q4 2022 and has held it in 14 quarters since.
Summit Investment Advisory Services's ARK Innovation ETF position peaked at $969K in Q3 2025.
636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.