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Summit Wealth Group (Colorado)’s ARK Innovation ETF ARKK Stock Holding History

Summit Wealth Group (Colorado)’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 		$214K Buy
+2,646
New +$202K 0.02% 372
2026
Q1 		– Sell
-2,806
Closed -$216K – 340
2025
Q4 		$216K Buy
+2,806
New +$232K 0.03% 258

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ARKK Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in ARK Innovation ETF (ARKK) in Q2 2026: 2,646 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #372 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in ARKK as recently as Q4 2025.

Summit Wealth Group (Colorado) first reported a position in ARKK in Q4 2025 and has held it in 2 quarters since. The position peaked at $216K in Q4 2025. 636 funds tracked by Wall St. Rank hold ARKK as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,646 shares of ARK Innovation ETF worth $214K as of Q2 2026.
  • ARK Innovation ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • ARK Innovation ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #372 holding.
  • Summit Wealth Group (Colorado) first reported a position in ARK Innovation ETF in Q4 2025 and has held it in 2 quarters since.
  • Summit Wealth Group (Colorado)'s ARK Innovation ETF position peaked at $216K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.