Swisher Financial Concepts’s ARK Innovation ETF ARKK Stock Holding History

Swisher Financial Concepts’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	-2,446	Closed	-$211K	–	98
2025 Q3	$211K	Buy	+2,446	New	+$187K	0.13%	86
2024 Q4	–	Sell	-7,112	Closed	-$322K	–	65
2024 Q3	$322K	Sell	7,112 -38,736	-84%	-$1.74M	0.2%	69
2024 Q2	$2.06M	Buy	45,848 +32	+0.1%	+$1.43K	2.08%	13
2024 Q1	$2.17M	Buy	45,816 +1,455	+3%	+$71K	1.89%	16
2023 Q4	$2.06M	Buy	+44,361	New	+$1.92M	1.99%	17

Other funds holding ARKK

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Swisher Financial Concepts's ARKK Position: Q4 2025 in Review

Swisher Financial Concepts sold out of ARK Innovation ETF (ARKK) in Q4 2025, closing a stake of 2,446 shares — an estimated $211K sold.

Swisher Financial Concepts first reported a position in ARKK in Q4 2023 and held it in 5 quarters. The position peaked at $2.17M in Q1 2024. 629 funds tracked by Wall St. Rank hold ARKK as of Q4 2025.

Swisher Financial Concepts reported no remaining ARK Innovation ETF position as of Q4 2025 after selling out during the quarter.
Swisher Financial Concepts sold 2,446 ARK Innovation ETF shares in Q4 2025, an estimated $211K.
Swisher Financial Concepts first reported a position in ARK Innovation ETF in Q4 2023 and held it in 5 quarters.
Swisher Financial Concepts's ARK Innovation ETF position peaked at $2.17M in Q1 2024.
629 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2025.

Based on Swisher Financial Concepts's 13F filing for Q4 2025, filed 10 Feb 2026.