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Summit Securities Group’s ARK Innovation ETF ARKK Stock Holding History

Summit Securities 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
2025
Q4 		– Sell
-1,000
Closed -$86.3K – 1011
2025
Q3 		$86.3K Buy
+1,000
New +$76.4K 0.02% 421
2021
Q3 		– Sell
-249
Closed -$3.26M – 685
2021
Q2 		$3.26M Buy
249
+149
+149% +$17.4K 0.27% 84
2021
Q1 		$1.2M Buy
+100
New +$13.5K 0.13% 171

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 $377B AUM 19.32% 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 $235B AUM 32.99% 1-Year Est. Return

Summit Securities Group's ARKK Position: Q1 2026 in Review

Summit Securities Group sold out of ARK Innovation ETF (ARKK) in Q1 2026, closing a stake of 1 share — an estimated $77 sold.

Summit Securities Group first reported a position in ARKK in Q2 2021 and held it in 3 quarters. The position peaked at $2.84M in Q2 2021. 586 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • Summit Securities Group reported no remaining ARK Innovation ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 1 ARK Innovation ETF share in Q1 2026, an estimated $77.
  • Summit Securities Group first reported a position in ARK Innovation ETF in Q2 2021 and held it in 3 quarters.
  • Summit Securities Group's ARK Innovation ETF position peaked at $2.84M in Q2 2021.
  • 586 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.