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Total Wealth Planning & Management’s ARK Innovation ETF ARKK Stock Holding History

Total Wealth Planning & Management’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
Q1 		– Sell
-2,716
Closed -$209K – 207
2025
Q4 		$209K Buy
+2,716
New +$225K 0.15% 188

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Total Wealth Planning & Management's ARKK Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of ARK Innovation ETF (ARKK) in Q1 2026, closing a stake of 2,716 shares — an estimated $209K sold.

Total Wealth Planning & Management first reported a position in ARKK in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 593 funds tracked by Wall St. Rank hold ARKK as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining ARK Innovation ETF position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 2,716 ARK Innovation ETF shares in Q1 2026, an estimated $209K.
  • Total Wealth Planning & Management first reported a position in ARK Innovation ETF in Q4 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's ARK Innovation ETF position peaked at $209K in Q4 2025.
  • 593 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.