Syntegra Private Wealth Group’s ARK Innovation ETF ARKK Stock Holding History

Syntegra Private Wealth 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
2026 Q2	$340K	Sell	4,209 -632	-13%	-$48.3K	0.03%	155
2026 Q1	$327K	Hold	4,841	–	–	0.03%	147
2025 Q4	$372K	Hold	4,841	–	–	0.03%	135
2025 Q3	$418K	Hold	4,841	–	–	0.04%	127
2025 Q2	$340K	Hold	4,841	–	–	0.03%	137
2025 Q1	$230K	Hold	4,841	–	–	0.03%	149
2024 Q4	$275K	Hold	4,841	–	–	0.03%	129
2024 Q3	$230K	Hold	4,841	–	–	0.03%	139
2024 Q2	$213K	Sell	4,841 -177	-4%	-$7.91K	0.03%	142
2024 Q1	$251K	Sell	5,018 -3	-0.1%	-$146	0.03%	125
2023 Q4	$263K	Sell	5,021 -273	-5%	-$11.8K	0.04%	113
2023 Q3	$210K	Sell	5,294 -13	-0.2%	-$573	0.03%	123
2023 Q2	$234K	Buy	5,307 +13	+0.2%	+$517	0.04%	124
2023 Q1	$214K	Buy	+5,294	New	+$203K	0.04%	116

Other funds holding ARKK

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return