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Summit Place Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History

Summit Place Financial Advisors’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 		$224K Buy
+2,773
New +$212K 0.1% 104
2025
Q4 		– Sell
-2,428
Closed -$210K – 99
2025
Q3 		$210K Buy
+2,428
New +$186K 0.1% 100

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ACA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Summit Place Financial Advisors's ARKK Position: Q2 2026 in Review

Summit Place Financial Advisors opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 2,773 shares worth $224K. The stake represents 0.1% of the portfolio and ranks #104 among its holdings. This is a return to the name: Summit Place Financial Advisors previously reported a position in ARKK as recently as Q3 2025.

Summit Place Financial Advisors first reported a position in ARKK in Q3 2025 and has held it in 2 quarters since. 319 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Summit Place Financial Advisors held 2,773 shares of ARK Innovation ETF worth $224K as of Q2 2026.
  • ARK Innovation ETF was a new Summit Place Financial Advisors position in Q2 2026.
  • ARK Innovation ETF made up 0.1% of Summit Place Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • Summit Place Financial Advisors first reported a position in ARK Innovation ETF in Q3 2025 and has held it in 2 quarters since.
  • 319 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.